Follow Up

A lost deal is a waste of time for many businesses. Thus you should always follow up the quotation closely. In Xin 365, you can follow up the quotation by putting it to your Calendar and it will appear on your To Do List.

1. On the left menu, choose Sales > Quotation. On the Quotation listing, choose the Edit button of your quotation.

2. Choose the action button at the bottom right of Quotation detail page, then choose Follow Up button.

3. Enter the follow up information and this To Do will be added to your Calendar. It will appear on your To Do List on the dashboard on the selected date.

Column	Description
Description	Information about the quotation.
Date	The date to follow the quotation. This To Do record will appear on your Calendar based on this selected date.
Time	The time to follow the quotation.
Priority	The priority of the quotation. It will displayed on the To Do List with different color based on the selected priority. Low - The record will not be highlighted. Medium - The record will be highlighted in blue color. High - The record will be highlighted in red color.

4. After entering all data, choose Save Changes to add this to your Calendar.

5. It will appear on your To Do List on the Dashboard.