Tracking allows users to see updates on the Quote or Invoice sent to your clients. This includes Invoice's/Quote's customer and order information, Email Status, and dates. Follow the steps below to track your Invoice/Quote:
1. Log in to SalesVu.com
2. Click on 'Quote & Invoicing'
3. Click on 'Tracking'
4. Set the date range and select the type of your tracking through the next filter. Here you can monitor the status of quotes and invoices.
5. You can also print or export your tracking report.
Note: Click on 'Status Info' to review the status definitions displayed within this section.