Never miss a quotation follow-up
Copy for AI
A quotation nobody follows up is a quotation lost. easySales can remind you when one goes quiet; it needs three habits from you: mark it sent, log each contact, and always book the next step.
How to do it
Section titled “How to do it”- Mark it as sent. Tick Sent to the customer in the quotation’s PDF window. The follow-up reminder counts from that date.
- Log every contact on the quotation. After a call or email, select Log activity → Log communication. Tick Also create a next-step task and set Next step due, so the next call is booked in the same step.
- Park what waits on the customer. On a task, set Waiting to Waiting for the customer and choose a Recheck on day. It comes back to you that day.
- Chain the steps. When a follow-up task is done, select Done & schedule next instead of Mark done.
- Start each day in To do. Open Message centre → To do, or turn on the Morning to-do e-mail under My profile → Notifications.
Why it helps
Section titled “Why it helps”To do fills itself from your records. Under Quotations it lists a quotation still not marked as sent some days after it was created, one with no communication or meeting with the customer for some days since it was sent, and one expiring within 7 days; your company sets both numbers of days. Under Opportunities it lists a deal with no open task or future event, with Add next step beside it. Each item leaves as soon as you deal with its cause, so an empty list means nothing is waiting on you.
Example
Section titled “Example”Mei Tan marks QN-10000125 as sent on Monday 19 October. Lim & Co keeps the follow-up at 3 days, so on Thursday 22 October her To do shows No customer contact since quotation QN-10000125 was sent. She calls Grace Wong, who wants to see oak samples, and logs the call on the quotation with Also create a next-step task: “Bring oak samples”, due Monday 26 October. The reminder leaves her To do, and the new task comes back on Monday.
Common questions
Section titled “Common questions”- Does a note on the quotation clear the reminder? No. Only a communication, or an event that has started with one of the customer’s contacts attending, counts as contact with the customer.
- Can I put a reminder off for a few hours? Yes. Snooze an item in To do until In 3 hours, Tomorrow 09:00, Next Monday 09:00 or a time you pick.
- Can I change the number of days before the reminder? Someone who can change your company’s notification settings sets them under System settings → Notifications, from 1 to 60 days. See Notification settings.