The article explains the labels used in Oneflare when quoting leads, such as "Marked as won," indicating customer interaction or quote viewing, and "Won," meaning the customer has accepted the quote. "Cancelled" denotes the customer is not proceeding, while "Unsuccessful" means the quote was not chosen. Refund processes are outlined for businesses with an active Credit Plan, with labels indicating "Refund requested," "Refund successful," or "Refund unsuccessful," detailing the conditions and procedures for each scenario.
While quoting on Oneflare, you'll notice labels next to each lead in your inbox. Here’s what they mean:
Marked as won:
You've connected with the customer (via call, SMS, email, or inbox) or they have seen your quote.
To mark a job as won, select it and tap 'Mark as won' from the 3 dots in the top right. If you can't find this, check for two tick marks in your last message:
- Two green ticks: Customer has seen your last message.
- Two grey ticks: Customer hasn't viewed your message, so you can't mark it as won.
Note: Marking a job as won doesn't lock the customer to your quote; they can still request others. A job is locked when the customer confirms they have hired you.
Won:
The customer has accepted your quote and hired you.
Cancelled:
The customer is not proceeding with the job or is still planning their budget.
Unsuccessful:
The customer hired someone else or deemed your quote unsuitable.
Refund requested:
Businesses with an active Credit Plan can request refunds within 7 to 10 days of quoting. Details on eligibility can be found here.
Refund successful:
If a business with a Credit Plan requests a refund for a job with no customer interaction, Oneflare will review the request within 5 business days and return credits within 7 days if successful.
Refund unsuccessful:
There are scenarios where a refund request may be denied. Eligibility details can be found in the Genuine Customer Guarantee.
Comments
0 comments
Please sign in to leave a comment.