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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Q: Can the system automatically follow up on quotations ?

Q: Can the system automatically follow up on quotations ?

Important Articles

Related Articles

System Parameters

Q: How can I automatically apply a discount to a regular customer?

Q: How do I post sales revenue from RCM to my financial system?

Different Brands within one RCM System

Q: I am using the Web Module for online bookings from my website and want to automatically charge a relocation fee for a one way hire. How do I do this ?