Use the email address associated with your QuoteFollow workspace. If you cannot sign in, choose Create or reset your password on the sign-in page. Request a fresh link and open the newest email; older one-time links may no longer work after a newer request. Check spam and the exact email address if nothing arrives. Do not forward password links.

CSV import issues

The import accepts 1–500 rows. Each valid row needs a first name, a contact method (email or phone), project title, and amount. Check email format, date order, and duplicate quote numbers. Map and review before importing. A skipped row does not mean all other rows failed; check the results for imported and skipped counts.

Follow-up not sending

Confirm that the quote is open, its sequence is active and enrolled, the contact has an email and confirmed consent, and the configured wait and sending window have elapsed. A reply, opt-out, closed or expired quote, or delivery issue can stop or pause follow-up. SMS is in development and is not a fallback in this pilot. If a provider reports uncertain delivery, do not manually re-send until you understand whether the original reached the customer.

Still stuck?

Contact support with the page you were on, the visible error, and a quote number or import batch name if useful. Never send a password, API key, or full customer correspondence through the support form.