Settings

Follow-up reminders

Timing, repeat count and notification channels for quotations marked Sent.

Whose schedule

No sales persons on the roster yet — add them on the follow-ups board.

These settings apply to every sales person without a personal schedule.

Schedule reminders automatically for Sent quotations

First reminder after (days)Counted from the quotation date.Repeat every (days)Gap between follow-ups.Maximum remindersStops after this many.

Schedule preview: #1 on day 3 · #2 on day 6 · #3 on day 9

In-app dashboard notifications

Active channels: In-app. Email and WhatsApp reminders open a pre-filled message from the dashboard notification log.