Creating the Quote Follow Up Tile

Updated May 28, 2026 12:47

The Quote Follow Up Tile provides a list of active quotes for users to follow up on throughout the week. This article will explain how to create a Quote Follow Up Tile.

Requirements:

Users must have Reports access to Reports

Note: The Quote Follow Up Tile will only consider quotes that:

Are not expired
Are in an unknown quote status
Have been sent to the customer

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Quote Follow Up tile.

4. The Create Quote Follow Up Tile page will appear. This page is divided into three sections: Visual Details, Data Source, and Filters.

Visual Details

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field.

2. Select the page where the tile should display using the Tile Location drop-down.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself.

4. Check the Send daily recap email checkbox to send an email listing quotes to follow up on to each user added to the User Access field.

Note: use the Frequency field in the Data Source section to define how often the email should be sent.

Data Source

Use this section to define the type and frequency of quote follow-ups the tile should provide.

1. Select the type of follow-up you want to track using the Data Source drop-down field.

Quotes Last Week: Follow up on quotes with a bid date of seven days ago
Expiring Quotes: Follow up on quotes that are expiring within seven days
Bi-Weekly Quote Follow Up: Follow up on quotes with a bid date of 14 days ago
Monthly Quote Follow Up: Follow up on quotes with a bid date of 30 days ago
Bi-Monthly Quote Follow Up: Follow up on quotes with a bid date of 60 days ago

2. Select how often internal recap emails should send using the Frequency drop-down field.

Filters

Use this section to filter the quotes considered for this tile. Filters are not required.

Note: if filtering using the Sales field, you must refine the filter by checking one or more checkboxes that appear below the field. At least one checkbox is required to apply the Sales filter.

My Specifiers: Filter for quotes that have a specifier on the General tab of the quote that's assigned to the sales account(s)
My Sales Account: Filter for quotes that have the sales account(s) listed in the Sales section on the General tab of the quote
My Direct Customer: Filter for quotes that have a direct customer assigned to the sales account(s)
My Indirect Customer: Filter for quotes that have an indirect customer assigned to the sales account(s)