Built for subscribers · Screens reflect your menu permissions
Quote Rocket brings your pipeline, quotes, customer portal, and team performance into one place. This guide walks through the screens you may already have access to—use it as a map of the platform and a refresher when you onboard new team members.
- Daily work & CRM – Mission Control, My Dashboard, To-do, Companies, Contacts, Company Profile, Orbits
- Quotes & branding – Quote Start, Quotes List, Defaults, PDF, Presentation Content
- Portal & integrations – Customer Portal List, Subscriber Portal view, HubSpot Sync
- Team & admin – Team List, Performance, Goals, Coach, Diary, User Listing, Manage Users
Mission Control & Daily Workspace
Mission Control
Your command center for the whole pipeline

My Dashboard
Your personal performance snapshot

To-do list
Never miss a follow-up

CRM: Companies & Contacts
Companies List
Every prospect and client in one list

Contacts List
All your contacts, organized

Company Profile
The full story for each company

Orbits & Collaboration
Orbits List
Collaborative spaces for your book of business

Suggested next reading – Quotes & branding
- Mission Control — Start here for search, dashboards, and day-to-day follow-ups.
- Companies & contacts — Manage prospects and clients and drill into any account.
- Orbits — Group and share work across hosted or joined collaborative spaces.
