PlanIt EPOS · Quotes
Follow up quotes that have gone quiet
What does this do?
When you send a quote the till creates a follow-up task for a few days later, and the Quotes list turns amber once that window has passed. It stops chasing you the moment the quote is accepted, converted or voided.
How to use it
- Send a quote as normal. A task called Follow up quote … is created for N days later (3 by default).
- Follow-ups due today show as a strip across the main till screen. Tap the customer's name to open them in CRM.
- In Quotes, rows showing sent N days ago or viewed N days ago — not accepted in amber are past the window and worth a call.
- When you have spoken to them, add a note on the customer page or tick the task ✓ Done.
- To change the number of days or switch this off, go to Settings → Quote follow-ups and press Save follow-up settings.
Questions this guide answers
- How do I remember to chase a quote?
- What is the amber 'sent 5 days ago' on my quotes?
- How do I change the follow-up days?