We never want you to miss out on converting a deal just because it was busy. Our Follow-up therefore gathers everything we think could be missed in those chaotic times and ensures they are put in front of you so you can follow-up and, hopefully, convert the deal.
Below you can see a list of when and why a proposal will be shown in your follow-up page:
Proposals that are expiring soon
If a proposal is valid for more than 7 days and remains active, it will appear in your follow-up for the last 5 days before it expires.
If a proposal is valid for 7 days or less, it will appear in your follow-up one day before it expires.
Proposals that have expired recently
All proposals that have expired in the last 10 days.
Proposals that are active and haven’t been opened yet
If a proposal is valid for more than 7 days, and the proposal was sent at least 3 days ago and it hasn’t been opened yet.
If a proposal is valid for 7 days or less, and the proposal was sent at least 1 day ago and hasn’t been opened yet.
Proposals that haven’t been opened in a long time
Proposals that are still active, and have been opened at least once, but they haven’t been opened in the last 7 days, independently of how long they’re active.
How you respond to each is entirely up to you. You can see a few options here.