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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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