Sometimes you do not want to track your client's interactions with your proposal. Few clients do not want to track client's interaction with any of its proposals.
To enable these business use cases, you have options at two levels
- Account Level Tracking
- Proposal Level Tracking
To manage tracking of proposal interaction at account level, click on settings menu on left side panel, click on Miscellaneous Settings.
Proposal Tracking Disabled at Account Level
Once tracking of proposal interactions is disabled by account Administrator, none the client-proposal interactions will be tracked in future.
Proposal Tracking Enabled at Account Level
However if tracking of proposal interactions is enabled by account Administrator, proposal creator has option to enable/disable tracking at proposal level.
Proposal Tracking at Proposal Level
As mentioned above, proposal creator has option to enable/disable tracking at proposal level, if global/ account level option is enabled.
Refer this screenshot to understand how to access this option.
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