Enquiries & sales · Owner or permitted office member
Add and complete enquiry follow-ups
Keep the next call or message visible without creating another enquiry.
Step-by-step guideMarkdown for AI
On this page
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.
- Open the enquiry detail and go to Follow-ups.
- Use Add, enter the due date and the reason or note, then save.
- 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.