Overview
The Valuation Selection Made notification alerts the assigned salesperson when a shipper selects valuation coverage in the Customer Portal and signs the estimate.
This helps sales teams stay informed and take timely follow-up actions on opportunities with valuation charges.
This notification is part of the Active Opportunity communication templates and can be sent by email, SMS, or both.
Before You Start
Before configuring this notification, confirm the following:
You have access to Company Settings.
You can manage Email / SMS Templates.
A salesperson is assigned to the opportunity.
Note: This notification is disabled by default for existing companies and enabled by default for new companies.
How the Notification Works
Trigger Conditions
The notification is sent automatically when all of the following conditions are met:
The shipper selects or adds a valuation coverage option in the Customer Portal.
The shipper signs the estimate.
A salesperson is assigned to the opportunity.
If an opportunity does not include a valuation charge, the notification is not sent.
Recipient
The notification is sent to the assigned salesperson on the opportunity.
Delivery Methods
Email
SMS
Email and SMS (default setting)
The delivery method can be customized per company.
How To Configure the Template
Go to Settings.
Select Communication Settings.
Click Email / SMS Templates.
Scroll to the Active Opportunity section.
Locate Valuation Selection Made.
Toggle the template on or off as needed.
Choose whether the template should send via Email, SMS, or both.
Review or customize the message content if permitted.
Click Save Changes.
💡SmartTip: The automatic-trigger icon displayed next to the template indicates that this notification is system-triggered and does not require manual sending.
Default Template Content
Default Email
Title: Valuation Coverage Added to Estimate
Subject: Valuation Coverage Selected for @EstimateNumber
Message body includes:
Salesperson greeting
Estimate number
Customer name
Service date
Selected valuation coverage
A View Opportunity button that links directly to the opportunity
Default SMS
The default SMS message includes:
Estimate number
Selected valuation coverage option
A prompt to review the opportunity
Best Practices
Enable this notification for sales teams that actively monitor valuation changes.
Use both email and SMS for time-sensitive follow-up workflows.
Ensure salespeople are properly assigned to opportunities to avoid missed notifications.
Keep message content concise and focused on actionable details.
Troubleshooting
The notification was not sent
Confirm the estimate was signed in the Customer Portal.
Verify the opportunity includes a valuation charge.
Check that the template is enabled.
Confirm a salesperson is assigned to the opportunity.
Salesperson did not receive SMS
Verify SMS delivery is enabled for the template.
Confirm the salesperson has a valid mobile number on file.
Review company SMS usage limits.