{"id":33819,"date":"2021-05-12T15:17:53","date_gmt":"2021-05-12T14:17:53","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=33819"},"modified":"2024-05-16T09:33:17","modified_gmt":"2024-05-16T08:33:17","slug":"convert2client-2","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/managingyourquotes\/","title":{"rendered":"Managing Your Quotes"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Workers<\/strong>, <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will help you manage quotes coming through your website via our Convert2Client solution<\/h2>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Dashboard<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The first page will display your dashboard. You have a pie chart displaying Enquiries vs Instructions. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"448\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-177.png\" alt=\"\" class=\"wp-image-66621\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-177.png 862w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-177-300x156.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-177-768x399.png 768w\" sizes=\"auto, (max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will also see a graph showing number of quotes per month. Other years may be selected to view should you wish by ticking the relevant boxes. Further graphs are available underneath.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These will assist you with keeping track of the types of quotes being received, number of instructed quotes and instructed quotes by type.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Reviewing outstanding quotes and enquiries<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Accessing the Quotes option on the left, you can see any quotes captured in Convert2Client.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"310\" height=\"166\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-178.png\" alt=\"\" class=\"wp-image-66623\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-178.png 310w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-178-300x161.png 300w\" sizes=\"auto, (max-width: 310px) 100vw, 310px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can select the Filter at the top right to display the filter options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"282\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-180-1024x282.png\" alt=\"\" class=\"wp-image-66625\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-180-1024x282.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-180-300x83.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-180-768x212.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-180.png 1077w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There is also an option to block specific IP addresses should it be desired.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"214\" height=\"116\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-181.png\" alt=\"\" class=\"wp-image-66626\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quotes can also be deleted by selecting the Trash Can icon at the far right of the relevant line.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Other options can also be performed, including viewing details entered previously, client care letter history and resend the quote by email. You can also export the quote and the client care letter to Osprey.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"302\" height=\"533\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-182.png\" alt=\"\" class=\"wp-image-66627\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-182.png 302w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-182-170x300.png 170w\" sizes=\"auto, (max-width: 302px) 100vw, 302px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Export Quote to Osprey Approach:<\/strong> Exports the Quote into Osprey<br><strong>Send Client Care Letter:<\/strong> Send the client care letter.<br><strong>Export Client Care Letter to Osprey Approach:<\/strong> exports the Client Care letter into Osprey.<br><strong>Quote Enquiry Details:<\/strong> Shows an overview of the Quote enquiry.<br><strong>Quote Details:<\/strong> Shows overview of the Quote Details.<br><strong>Client Care Letter email history:<\/strong> Shows a record of client care letter(s) sent from Convert2Client.<br><strong>Send Quote by email:<\/strong> Resend the quote.<br><strong>Change Status<\/strong>: Change the status from Prospect to Instructed or Lost.<br><strong>Assign to:<\/strong> Reassign to any Convert2Client user.<br><strong>Schedule call back<\/strong>: Schedules a call back and then adds it to your Outlook Calendar<br><strong>Email<\/strong>: Automatically sends a predefined email at a specific time and date.<br><strong>Text<\/strong>: Automatically sends a SMS Text for the time and date you have set.<br><strong>Send ad-hoc email<\/strong>: Send an email.<br><strong>Send ad-hoc text<\/strong>: Send a SMS Text.<br><strong>History<\/strong>: Shows you the history of the quote.<br><strong>GDPR data redact<\/strong>: Removes the personal data from the quote.<br><strong>Apply Discount<\/strong>: Apply a discount either on monetary value or as a percentage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Quote Enquiry Details<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting to view the Quote enquiry details will show all information that the client or user has put in to produce the quote.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"585\" height=\"919\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-190.png\" alt=\"\" class=\"wp-image-66641\" style=\"width:319px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-190.png 585w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-190-191x300.png 191w\" sizes=\"auto, (max-width: 585px) 100vw, 585px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Quote Details<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Quote details will show the breakdown of costs, along with the option to resend the email to the client.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"586\" height=\"936\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-192.png\" alt=\"\" class=\"wp-image-66643\" style=\"width:351px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-192.png 586w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-192-188x300.png 188w\" sizes=\"auto, (max-width: 586px) 100vw, 586px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Change Status<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This has the ability to change the status between Enquiry, Instructed or Lost.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"380\" height=\"214\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-197.png\" alt=\"\" class=\"wp-image-66649\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-197.png 380w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-197-300x169.png 300w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Assign to<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You are able to assign the selected quote to any existing Convert2Client user.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"387\" height=\"510\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-193.png\" alt=\"\" class=\"wp-image-66644\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-193.png 387w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-193-228x300.png 228w\" sizes=\"auto, (max-width: 387px) 100vw, 387px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Apply Discount<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You are able to apply either a discount of a value or of a percentage of the fee, when applying the discount enter the value and then click out of it to see how much the quote will be after the discount.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save to apply the changes.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"583\" height=\"585\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-201.png\" alt=\"\" class=\"wp-image-66653\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-201.png 583w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-201-300x300.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-201-150x150.png 150w\" sizes=\"auto, (max-width: 583px) 100vw, 583px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Convert2Client is our solution to allow the public to access a solicitor&#8217;s website and receive a quotation for the purchase or sale of a property.<\/p>\n","protected":false},"author":25,"featured_media":0,"template":"","categories":[186],"tags":[103,105],"class_list":["post-33819","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-convert2client","tag-c2c","tag-convert2client"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Managing your Quotes | Convert2Client | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"A how-to guide for managing your quotes in Convert2Client\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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