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.
TODO: Add overview image
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.
TODO: Add image for Log a Follow-up
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.
TODO: Add image for Reminders and Notifications
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.
TODO: Add image for Amend a Quote over a Call
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.
TODO: Add image for Full Quote History
Done
You can now keep leads warm and revise quotes on the fly. When the customer says yes, move to Conversion.
References
- Follow-ups and Tags — reminders, tags and filters
- Update Quote and Create New Quote
- Tasks and Comments — assign internal work on a query