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	<title>deal quotes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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	<title>deal quotes Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Quoted Date in Deal Quotes</title>
		<link>https://www.insuredmine.com/knowledge-base/quoted-date-in-deal-quotes/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Sat, 08 Jul 2023 18:53:23 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=22424</guid>

					<description><![CDATA[<p>You can find the quoted date if you navigate to the quote section of the deal card.   To view the enhancement: Navigate to Pipelines Click on the Deal Card for an extended view of the deal card Click on the Quotes to open the quote Click on more options  You will find the Quoted [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/quoted-date-in-deal-quotes/">Quoted Date in Deal Quotes</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}</style>				<p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You can find the quoted date if you navigate to the quote section of the deal card.</span></p><p><b id="docs-internal-guid-1c5a3893-7fff-22e4-f5ad-5eb8353eb1d9" style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To view the enhancement:</span></p><ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to </span><a style="font-size: 11pt;" href="https://www.insuredmine.com/knowledge-base/pipeline-manager-basics/" target="_blank" rel="noopener">Pipelines</a></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on the Deal Card for an extended view of the deal card</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on the Quotes to open the quote</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Click on more options </span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">You will find the Quoted Date</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">By default, it will show the current date which you can change manually</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Once you submit it cannot be changed unless it&#8217;s manually done from your end</span></p></li></ul><p><b style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note: The Quoted Date will not be visible if the card is marked won/lost/close</span></p>						</div>
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													<img fetchpriority="high" decoding="async" width="1024" height="510" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png" class="attachment-large size-large wp-image-31501" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1-600x299.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png 1536w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143611/Quotes-Img-1.png 1832w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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							<p><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">If you download the deal card report of the selected Pipeline, you will have a different column for the quoted date where you will have the quoted date and time. </span></p>						</div>
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													<img decoding="async" width="572" height="776" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143612/Quote-img-2.jpg" class="attachment-large size-large wp-image-31500" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143612/Quote-img-2.jpg 572w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/07/05143612/Quote-img-2.jpg 221w" sizes="(max-width: 572px) 100vw, 572px" />													</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/quoted-date-in-deal-quotes/">Quoted Date in Deal Quotes</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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