Customer follow-up
The Customer Follow-Up screen lists enquiries that have been quoted but not yet replied to. Use it to chase customers in bulk.
Open follow-up
The screen does not have its own sidebar entry. Open it from the Enquiry Bank:
- Open Sales in the sidebar and click View.
- Open the options menu at the top right of the Enquiry Bank.
- Choose Customer Follow-up. The page heading reads Customer Follow-Up.
What you see
A filter row at the top has four reference pickers — Customer, Contact Person, Product Head, and Product Code. Each picker filters only its own field.
Below the filters is a table of enquiries that need attention. Scroll to load more.
If new follow-ups are sent (by you or another user) while you have the screen open, a stale-data modal asks you to refresh. Refresh before sending so you do not chase a customer who has already replied.
Send follow-ups
- Tick the enquiries you want to chase. A glass selection bar at the bottom counts the selection.
- Click the send button on the selection bar.
- The confirmation modal opens with the heading Send N Follow-up(s)?. Pick the email account in Send from and review the note about how the message will be threaded.
- Confirm. The follow-up emails are queued.
Other actions
- The row's options expose the latest quotation and follow-up history for each enquiry.
- The screen's options menu offers a refresh.
- Clicking through opens the underlying enquiry detail screen.
Common questions
Can I customise the follow-up message?
The message template is configured by your administrator under settings. From this screen you only choose which enquiries are sent and from which account.
What if a customer has already replied to one of the enquiries I selected?
Refresh the screen before sending; once refreshed, recently replied enquiries drop off the list.