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QuotePilot
QuotePilot

How to Access Customers' Details?

Updated May 13, 2026 at 11:45 AM
  1. Navigate to Audience from the main menu.

  2. All customers will be listed along with their email addresses and the number of quotes sent.

  1. Click on the Number of Quotes to view all quotes sent by that customer.

You will be redirected to the Quote Requests page for detailed information.

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