Why do salesperson quote counts add up to more than the total?
A quote counts for every salesperson credited on it, so adding individual quote counts can count the same quote more than once.
The Total is not the sum of those overlapping counts. Revenue follows each person's sales-credit share instead, with uncredited value under Unassigned.
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People also ask
From other topicsDo customers need an account on my store to see their quote?
No. Customers can open their OrderPilot quote from the emailed portal link and enter the 4-digit PIN supplied with it. They don't need a store account.
Signed-in customers can also reach the portal through My orders while the portal is on.
Can customers track an order without an account?
Yes. A customer can open Track your order from an emailed tracking link without signing in. The page shows the linked order's items, total, and available payment action.
A tracking link doesn't sign the customer in or sign a quote. The guest page directs customers to sign in for live messaging.
Does the customer need an account to sign?
No. A customer can open the emailed signing link and sign an OrderPilot quote without a store account. The signing page asks them to review the document and agree before signing.
If they enter through the customer portal instead, they use the PIN supplied with the emailed portal link.
Open its own pageFull guide: How customers sign and pay online
Does the Inbox reply time goal count nights and weekends?
Yes. OrderPilot's Reply time goal counts clock hours, including nights and weekends. It starts with the first unanswered reply from someone on file.
A closed conversation is never overdue. Set a whole-number goal from 1 to 168 hours under SettingsMessages & notificationsSending settingsReplies.
Open its own pageFull guide: Run the Inbox for a team: assign, quick replies, reply goal