Using the Quote Follow Up Tile

Once created, the Quote Follow Up Tile displays the total number of quotes scanned and the amount requiring follow-up.

Click the tile to open the tile's detail view.

The Quote Follow Up Page

The Quote Follow Up page contains four tabs: 

• The Follow Up tab displays each quote identified for follow-up. To learn how to follow up on a quote, skip to this article's Following Up on Quotes section. 
   
• The Waiting tab displays each active, unknown quote that has either (1) been followed up on and is awaiting customer decision or (2) is not ready for follow-up yet per the tile's data source frequency. Use the Notification column to determine each quote's follow-up status. 
   
• The Ignored tab displays each quote ignored by the tile's follow-up notifications. To learn how to ignore a quote, skip to this article's Ignoring a Quote section.
   
• The Emails Sent tab will list each email sent by the tile. The create date, subject, contact's first and last name, notification type (E = email), and any send errors will appear for each email. Users can click an email to view a copy of the emailed information.

Following Up on Quotes

Following up on a quote will move it from the Follow Up tab to the Waiting tab. Otherwise, if no action is taken, the quote will automatically move to the Waiting tab after seven days. It will reappear on the Follow-Up tab if the quote remains in an active, unknown status when the tile's data source check occurs again. 

Adding a Follow-Up Note

1. On the Follow Up tab, click a quote to open the quote's detail view.

2. A new tab titled Quote will appear. Users can open the quote by clicking the Project name if needed.

3. Add a follow-up note in one of two ways:

• Using the text field under the Notes section: adds a follow-up note that pertains to the entire quote
• Using the text field under a customer entry in the Customers section: adds a follow-up note that pertains to the direct customer

4. Click . The quote will move from the Follow-Up tab to the Waiting tab. It will also create a new conversation inside the project titled "Follow Up." Learn more about using conversations in a project.

Defining Likelihood

Likelihood identifies the chances the agency or a customer will win the quote. Likelihood data will be used to power future OASIS Online reports and features. 

1. On the Follow Up or Waiting tab, click a quote to open the quote's detail view.

2. A new tab titled Quote will appear.

3. Use the Likelihood drop-down fields to identify the chances of order conversion and customer wins. Each likelihood option is intentionally ambiguous to allow the agency to decide the weight of each option.

• Likelihood field under the General Information section: identifies the chances the quote will be won by the agency and convert to order
• Likelihood field under a customer entry in the Customers section: identifies the chances a direct customer will win the quote

4. Click .

Ignoring a Quote

Users can snooze or ignore a quote to prevent it from appearing in the tile and its notification emails.

1. On the Follow Up or Waiting tab, click a quote to open the quote's detail view.

2. A new tab titled Quote will appear.

3. Under the General Information section, use the Action field to ignore or snooze the quote. 

4. Click . The quote will be moved to the Ignored tab.