Wednesday, 16 June 2021

How to follow up quotes & enquiries in Alpha Tracker

Once you've logged an enquiry or generated & sent a quote in Alpha Tracker, how do you record the follow-up calls and emails afterwards?

It's easy in Alpha Tracker to keep on top of your live enquiries and open quotes.  The main enquiry and quote lists show you the current status, completely automatically and colour-coded so that you know which to chase next:

Alpha Tracker shows you which enquiry or quote to chase next

To record your follow-up call or email to your client, click the number of follow-ups, and a window appears so you can do it with just one click:

 Do you have any questions?  Get in touch!  We're here 24x7 for you.

No comments:

Post a Comment