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Add and complete enquiry follow-ups

Keep the next call or message visible without creating another enquiry.

Plan the next contact

A follow-up is for the same conversation. If the client agrees to a job, continue to quotation or booking rather than creating a second lead.

  1. Open the enquiry detail and go to Follow-ups.
  2. Use Add, enter the due date and the reason or note, then save.
  3. After contacting the client, update or complete that follow-up and record the result.

See due work

A dated follow-up can surface in Home or Tasks when due. If it is absent, check the date, completion state and the current studio timezone before making a duplicate reminder.

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