---
title: Follow-ups and Amendments | Software Training
description: Keep leads warm with follow-ups and reminders, and amend quotes quickly over a call while preserving the full history.
---

# Follow-ups and Amendments

Keep leads warm with follow-ups and reminders, and amend quotes quickly over a call while preserving the full history.

After you share a quote, most deals are won in the follow-up. This guide covers logging follow-ups with reminders, and amending a quote quickly — even live on a call — while keeping a complete history.

## Log a Follow-up

Every time you speak with the client, record it. On the trip's details page, the follow-ups panel is on the right. Click `Add Comment`, write what was discussed, and click `Save`. The latest follow-up also shows on the queries listing under the `In Progress` tab, so a lead never goes cold unnoticed.

You can also attach **Tags** to a query (from the tags UI in the header) to categorize interested or non-interested leads and filter them later.

### Reminders and Notifications

To be reminded about a follow-up, set a `Due Date` and time when adding it. You receive a follow-up reminder email **30 minutes before** the due date and time.

:::tip

Reminders only fire when the follow-up is scheduled at least 30 minutes in advance — a reminder set for sooner will not send an email.

:::

## Amend a Quote over a Call

Plans change mid-call — a different hotel, an extra night, a revised price. To edit, simply click on the `Edit Quote` and everything is pre-filled, so you adjust only what changed and save — fast enough to do while still on the call. The flow is the same as [creating a quote](https://sembark.com/travel-software/docs/create-quote.md).

### Full Quote History

Because each amendment creates a **new quote** instead of overwriting the old one, every version stays on the trip. You can compare options, reopen an earlier quote, and later convert using **any** quote — not just the latest. Nothing the customer was offered is ever lost.

:::success Done

You can now keep leads warm and revise quotes on the fly. When the customer says yes, move to [Conversion](../conversion/).

:::

## References

- [Follow-ups and Tags](https://sembark.com/travel-software/docs/query-followups.md) — reminders, tags and filters
- [Update Quote](https://sembark.com/travel-software/docs/update-quote.md) and [Create New Quote](https://sembark.com/travel-software/docs/create-quote.md)
- [Tasks and Comments](https://sembark.com/travel-software/docs/tasks-and-comments.md) — assign internal work on a query

## Training Navigation

Current page: [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md)

### Sales

* [Sales Overview](https://sembark.com/travel-software/training/sales.md)
* [Leads and Queries](https://sembark.com/travel-software/training/leads-and-queries.md)
* [Package Quotes](https://sembark.com/travel-software/training/package-and-quotes.md)
* [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md)
* [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md)
* [Conversion](https://sembark.com/travel-software/training/conversion.md)
* [Cancellation and Drops](https://sembark.com/travel-software/training/cancellation-and-drops.md)
* [Remaining Payment Tracking](https://sembark.com/travel-software/training/remaining-payment-tracking.md)
* [Tour Co-ordination](https://sembark.com/travel-software/training/tour-coordination.md)

### Accounting

* [Accounting and Payments](https://sembark.com/travel-software/training/accounting.md)

### Reservations

* [Hotel Reservations](https://sembark.com/travel-software/training/reservations.md)

### Tour Operations

* [Tour Operations](https://sembark.com/travel-software/training/tour-operations.md)

### Data & Administration

* [Data Management](https://sembark.com/travel-software/training/data-operator.md)
* [Administration and Reports](https://sembark.com/travel-software/training/admin.md)