Trigger for when someone views a Estimate/Contract/Proposal/ etc.
complete
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Jeremiah Vanderlaan
Just like a page view, we could trigger a notification every time the contact views the Estimate/Contract/Proposal.
This would be VERY important for lead scoring.
Or, just to know when they are looking at it, and when to call them back to discuss the estimate.
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S
Sales & Marketing
complete
K
Kylie Gorzalka
I have just submitted an idea which is most likely the first step for this which is a timestamp for actions in the History - please upvote: https://ideas.gohighlevel.com/documents-contracts/p/time-of-actions-in-view-history