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The Inbox under the Dashboard lets you view document activity. You can even view inbox activity for each sales rep if you have security rights to view their quotes, orders and invoices. This is the same inbox available in QuoteWerks by clicking QuoteValet on the main toolbar.

 

 

Related Topics:

●QuoteValet Insight Dashboard

●QuoteValet Insight Peer Reviews and Approvals

●QuoteValet Insight Executive Summary and My Summary

●QuoteValet Insight StatusBoard

●QuoteValet Insight Document Explorer

Version 5.2 (Build 8.12)  - July 7th, 2017