Follow-up Sequences

Planned

The timing rules behind quotation chasing, and how sequences stop.

Company context: All Companies

What this module does

Define sequences such as 48 hours, 7 days and 14 days after a quotation is sent.
Stop a sequence immediately when the customer replies or the quotation is marked won or lost.
Vary the message by value, so a £3,370 quotation is chased differently to a £338 one.
Log every scheduled, sent and cancelled step in the audit log.

This module is planned. Sequence timings shown elsewhere in the demo are illustrative.

Working in this prototype

No live system is connected

CARL in this module

CARL schedules and drafts each step and explains why it is chasing now.

Each step is approved before release, and any person can pause a sequence entirely.