Creating Follow Ups for Outstanding Quotes

You are able to set up automated follow ups for outstanding quotes which helps you save time as this is done automatically using either an email template or an SMS template.

1. Go to Administration → Follow Ups (Auto)

2. Select Quote from the drop down list and click + Add Follow Up then tick the box beside Follow Up is Active and select your specific customer or select All Customers.

Next is to set up the details under Follow Up Step Details

• Here you can set up an X number of days before or after Quote Expiry Date or you can set up a follow up for an X number of days after Quote Creation.

Ensure to follow the following sequence.

3. You have the option to select Email Template or SMS Template for your automated quote follow up.

4. When you select Email Template, enter the necessary details such as subject, email message.

Note: You can use the Automatic Fields to auto populate quote related information.

In this example, we added a few automatic fields and one of them is Quote Description as indicated below.

Once ready to proceed, click Save.

5. When you select SMS Template, enter the necessary details such as mobile number or email address to receive replies, SMS message.

Note: You can use the Automatic Fields to auto populate quote related information.

In this example, we added a few automatic fields and one of them is Quote Description as indicated below.

Once ready to proceed, click Save.

7. After entering all necessary information and to proceed with the set up,  click Save button located beside Delete Follow Up button.

We've now completed the steps in creating automated quote follow up.

Note: You can repeat the above steps to set up a new follow up or simply set up  a follow up step.