Quote Platform - Admin

Quote Platform - Admin

Funnel

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By trade / cohort

Trade	Cohort month	Tenants	Activated

By acquisition source

utm_source	Tenants	Active

Testimonials

Show

Author	Trade	Rating	Quote	Status

Partner enquiries

Show

When	Name	Company	Email	Message	Status

Partners

Name

Contact email

Type Rev share %

Status

Notes

Name	Email	Type	Rev %	Status

Tenants

Business	Trade	Plan	Subscription	Config	Quotes	Embed leads	Won

Audit log

Action From To

When	Admin	Action	Tenant	Detail

Onboard a tenant

Business name

Trade

The trade's default price book is seeded automatically. Edit it from the tenant's Manage screen after creation.

Link user (email)