Tracking Proposal Views and Activity Logs in Britixo?

📘 Introduction:

Britixo helps you stay on top of your sales pipeline by tracking client activity on every proposal. From view logs to action history, you can monitor when a client opens, accepts, declines, or comments on a proposal—all without guessing.

🧭 Step-by-Step: View Proposal Activity

📄 1. Open the Proposal

• Go to Sales > Proposals
  
  

• Locate the desired proposal and click to open it
  
  

📊 2. Review Status Bar

At the top of the proposal, you'll see a Status Label:

• Draft: Not yet sent
  
  

• Sent: Delivered to the client
  
  

• Viewed: Opened by the client
  
  

• Accepted: Approved by the client
  
  

• Declined: Rejected by the client
  
  

• Expired: Past the validity date without action
  
  

The status updates automatically as the client interacts with the proposal.

📜 3. View Activity Timeline

Scroll down to the bottom of the proposal view to access the Activity Log:

You’ll find a timestamped list of actions such as:

• Proposal created
  
  

• Proposal sent
  
  

• Client viewed the proposal
  
  

• Client accepted or declined
  
  

• Any comments added
  
  

🔔 These logs help you follow up based on real client behaviour.

👁️ 4. Enable or Disable View Notifications

Britixo can notify you when a client opens a proposal.

To enable this:

• When creating or editing a proposal, scroll to the bottom
  
  

• Tick the checkbox “Notify me when customer opens the proposal”
  
  

You’ll receive an email alert each time the proposal is viewed.

🔐 Notes on Tracking

• View tracking works only when the proposal is opened through the unique link sent to the client.
  
  

• If multiple contacts are associated with the customer, all views are logged, but names may not appear unless identified.
  
  

• Internal views by staff are not counted as client views.
  
  

✅ Tips:

• Use activity logs to follow up after the client views but doesn’t respond
  
  

• Filter proposals by Status: Viewed to find warm leads
  
  

• Use notifications sparingly to avoid inbox clutter.