Follow-ups Overview

What are quote follow-ups?

Follow-ups are reminders and tasks tied to quote requests. They help you remember to call a customer back, send a revision, or log that you’ve completed a touchpoint. Each follow-up has a date/time, an optional note, and a status. Keeping follow-ups up to date improves conversion and ensures nothing slips through the cracks — and the Score card can show metrics like average follow-ups per sale.

Where to find follow-ups

• Follow-ups (sidebar) — Opens the Follow-ups page with a calendar and list view. Use it to see all your scheduled follow-ups in one place and filter by date range or status.
• Quote request detail — From any quote request, use Log follow-up or Schedule follow-up to add or edit follow-ups for that request. You can also see the follow-up timeline and Next follow up there.

The quote request list shows a follow-up count and Next follow up date so you can spot which requests need attention.

Follow-up statuses

• Scheduled — A future reminder (e.g. “Call back Tuesday at 2pm”). Shows on the calendar and in the list until it’s logged.
• Unable to Reach — You tried but couldn’t get through; you can log this and set a new follow-up so you don’t forget to try again.
• Completed — The follow-up was done (e.g. call completed, email sent). Stays in the timeline for history.

The next page describes how to schedule and log follow-ups, add notes, and use the timeline.