Follow Up on Quotes

When a quote is created in Teesom, an automatic Follow-Up date is set.

A "Quotation Follow Up" is purely for internal use and does NOT notify the customer.

Once a quote is created, you can view and edit the follow-up details either from the “Tasks” board or by opening the Quote from the “Order List” screen.

On the "Quotation Follow Up" screen, you can change the Quote stage, set the next follow-up date, and add internal comments or notes.

To learn more, please refer to: How To Follow Up On Quotes

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