What is the web proposal link 'identifier'?
The web proposal link identifier (or tag) is a tracking tool. When a new proposal comes to you as a result of a web link, the identifier lets you know which web link helped you source your new sales opportunity.
The Risk Report identifies if a risk proposal in your account was produced by a web link.
You can create as many web links as you desire, and they do not expire unless deleted by you.
Quick tip! Using a tag effectively can support your sales and marketing efforts. For example, you may wish to create a web link for: a specific client to track their specific activity; for an online publication; specifically for your website; as part of a sponsorship program, etc.