Proposals: follow every open quote

Proposals lists the quotes that are still open, how long each has been out, when you last spoke to the customer, and the next follow-up. It is the place to make sure no proposal is forgotten.

See what needs attention

  1. Open Revenue > Proposals.
  2. Choose Mine or Everyone.
  3. Select a tile to narrow the list: open proposals, Follow-up overdue, No follow-up set, Expiring in 7 days, Stale over 30 days or Drafts unsent. Select it again to show all.
  4. The columns show the Age (since first sent), the Last contact (an e-mail or an activity on the deal) and the Next follow-up. Red means it needs you.

Act from the list

Each row's Actions… menu offers what fits the quote: Open, Email or Email again, Send reminder, Schedule follow-up or Reschedule follow-up, Mark accepted and Mark rejected. The revision link opens the quote.

Filters, saved views and export work as on every list.

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