Q: Can the system automatically follow up on quotations ?

Q: Can the system automatically follow up on quotations ?



A: The RCM system doesn't 'automatically' schedule follow ups on quotations.  However the Quote Management function allows you to easily manage unconverted quotations.  There are a large number of filters available including location, dates, operators and vehicle categories.  So for example you are able to show all quotations for yesterday that require a follow up email. 

Once you have the required list of quotations on the screen there is a 'Followup'  button available for those quotations that have been emailed but remain unconverted. 

For more details, see the Quote Management article.

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