Currently undergoing user testing
The Quote Follow Up Tile updates nightly to provide a list of active quotes for users to follow up on throughout the week. The Quote Follow Up Tile will only consider orders that:
- Are not expired
- Are in an unknown quote status
- Have been sent to the customer
Use this tile to complete the following tasks:
- Narrow down follow-ups to quotes sent last week, quotes that are soon expiring, or quotes that bid two weeks ago, last month, or two months ago
- View a list of quotes that have a specific sales account on the General tab, or a specifier, direct customer, or indirect customer on the quote that is assigned to a specific sales account
- Filter quotes by quoter, workgroups, and min/max pricing amounts
- Email internal staff with follow-up reminders
- Identify the likelihood of order conversions
- Ignore quotes for future follow ups
The following articles will describe how to use the Quote Follow Up Tile.
Learn how to edit a tile.