How To Use Quotes Event Alerts

Quotes Event Alerts provide details of when quotes have been Accepted and Declined. There is a count on the dashboard to highlight the number of Accepted quotes and number of Declined quotes.

Required LRM Access: Owner, Admin, PowerUser, User


Navigate to Quotes Event Alerts
    1. EITHER, Click on the Quotes Dashboard Widget
    2. OR, Go to LRM > Reports > Event Alerts > Quotes


Review the Event Alerts
  1. The Event Alerts tab will show you alerts from the past 7 days. You can adjust this by using the top dropdown menu to show alerts from the past 1-7, 14, 30 or 60 days, or all event alerts.
  2. Use the Search function to search by Alert Details and Related Records.
  3. Use the dropdown menu to filter by Alert Type.
  4. To show alerts that have already been acknowledged, tick the “Include Acknowledged” option.


Check the Alert Details

The Alert Details column will show you the Quote Status along with:

  • the customer’s details for Accepted and Declined quotes
  • the organisation user details for Withdrawn quotes


Acknowledge Alerts

When you want to remove the Quote from the Event Alerts count, set the alert to be Acknowledged.

  1. Select the record you wish to acknowledge
  2. Click the “Acknowledge” button in the top right
  3. The record will disappear from the page.
  4. A popup will briefly appear: “Event Alert Acknowledged and Updated”


  • Acknowledging a record removes it from the Dashboard count.
  • Previously acknowledged records will not show in the Event Alerts tab unless you select the option “Include Acknowledged”.

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