How Can I Track Client Activity in a Proposal?
See how clients interact with your documents
Thiago Obaid
Last Update 4 tahun yang lalu
One of the main advantages of sending online documents is that Proposeful will track each access to your document and create reports on how visitors interact with it.
In your proposal list, you will see the date of the last access to the document. You can order by access date by clicking the color name.
In each document, you can use the menu to access the View Reports button.
In the document details screen, you will see a list of each access that has been tracked to your proposal.
By clicking the View button next to it, you will be taken to a report that shows you how long the visitor stayed on each part of your proposal and wheter the proposal has been download or attached files opened.
You can delete access reports if you wish. Just select the reports you wish to delete and use the Delete button below the table.
Note: Access to proposals by users logged in to your account are not tracked. Proposeful will also not track visits that do not show activity (scroll, clicks, etc.)