Please enable JavaScript to view this site.

QuoteWerks Help
Version 24 (Build 4.16) 
November 15, 2024
  •      

Admin-menu access requires master security rights. The Admin page enables you to check how your sales reps are using QuoteValet Insight. See when users log in and click links in QuoteValet Insight (Inbox, Peer Reviews, etc.). This is very useful in tracking users’ history, such as how often they’re using QuoteValet Insight and what features they’re accessing most frequently. Use the Period drop-down box to break your usage data down into different time periods (Today, This Week, This Month, etc.).  Admins can also see any license allocation errors.

 

 

Related Topics:

QuoteValet Insight

QuoteValet Insight Home

QuoteValet Insight Mobile

QuoteValet Insight Find