Before you begin

QuoteFollow's recovered-revenue figure is an attribution view, not a payment ledger. A quote's value is not counted as collected cash.

Record the outcome

  1. Open the quote and review its customer, amount, and follow-up history.
  2. When the contractor confirms the job, mark it Won. Mark a declined job Lost instead.
  3. Review the Revenue page for eligible attributed wins and their supporting events.

What counts as recovered revenue

A won quote qualifies when a QuoteFollow follow-up was sent, the customer engaged after it (for example, by reply, link click, or call request), and the contractor then marked the quote won. The Revenue view links the result to those events. Merely importing a quote or marking it won without a qualifying follow-up and engagement does not establish recovered revenue.

If a value looks wrong

Check the quote amount, status, message timeline, and engagement event. Correct the quote if necessary. For questions about the rule, contact support and share the quote number, not private customer message content.