Scheduling and Logging Follow-ups

Schedule a follow-up

When you want to set a future reminder for a quote request:

1. Open the quote request (from Quotes → Requests or from the Follow-ups calendar/list).
2. Click Schedule follow-up (or Log follow-up and choose to schedule).
3. Pick the date and time for the follow-up.
4. Optionally add a note (e.g. “Call about revised option B”).
5. Save. The follow-up appears as Scheduled and shows on the Follow-ups calendar and in the request’s timeline.

You can also open the Follow-ups page, click a date on the calendar, and add a follow-up for a quote request from there.

Log a follow-up

When you’ve already done the touchpoint (or tried and couldn’t reach the customer):

1. Open the quote request and click Log follow-up.
2. Set the date/time (usually now or when it happened).
3. Choose the status:
   • Completed — You finished the follow-up (e.g. spoke to the customer).
   • Unable to Reach — You tried but couldn’t get through.
4. Add a note if helpful (e.g. “Left voicemail”, “Customer asked for quote by Friday”).
5. Save. The follow-up is recorded and appears in the timeline.

You can schedule a new follow-up after logging “Unable to Reach” so you don’t forget to try again.

Viewing and editing in the timeline

On the quote request detail, the Follow-ups section shows a timeline of all follow-ups (oldest to newest). Each entry shows the date, status, note, and who created it. From there you can edit or delete follow-ups if your permissions allow.

The Next follow up field on the request is updated when you add or change scheduled follow-ups, so the quote request list and detail always show the next due date.

Follow-up count and score card

The quote request list displays how many follow-ups have been logged for each request. In Quotes → Score card, your team can see metrics such as average number of follow-ups per opportunity or per sale, which helps track follow-up activity.