Objective
This SOP outlines the steps to create and share quotes using DealDetails, ensuring a seamless experience for clients and agents.
Key Steps
Introduction to DealDetails 0:00
DealDetails allows users to create accurate and attractive quotes quickly.
The new feature includes link sharing for easier distribution.
Understanding PDF and Link Sharing 0:43
Users can still create PDFs that are branded and concise.
New link sharing feature allows for quick access without password requirements.
Sharing a Quote via Link 2:44
Navigate to the share option in DealDetails.
Select 'Share link with client'.
Enter the client's email address and any additional recipients (e.g., agents, advisors).
Click 'Send' to share the quote.
Client Experience with Shared Link 4:00
Clients receive an email with the quote and a video explanation.
They can view all details without needing a password.
Agent Experience with Shared Link 5:43
Agents receive a similar email with the client's scenario.
They can view all shared information but do not have upgrade options.
Cautionary Notes
Ensure that the email addresses entered are correct to avoid miscommunication.
Be mindful of the information shared with agents and other recipients to maintain client confidentiality.
Tips for Efficiency
Use the link sharing feature to save time and streamline communication.
Regularly check for updates on new features to enhance quoting processes.