Flag client-created online quotes for follow-up

Surface client-created online quotes separately from abandoned quotes so teams can prioritize urgent follow-up and preserve reporting context.

Transcript Context

The transcript distinguished between true abandoned quotes and online quotes that the client completed enough to send themselves a quote but did not book. Sarah and Catherine wanted a way to identify those client-created online quotes quickly so teams can call sooner and route them into the right follow-up process. Chris noted the method is already marked as online and suggested conditions based on that value, along with the possibility of a visible flag such as created by client. The transcript also emphasized preserving the fact that a quote originated online or was abandoned at one point so reporting and close-rate analysis stay accurate.