Reply to prospective customers
Answer, track the stage and set a follow-up.
beginner · about 2 min
Steps
- 1Open the enquiry and write your reply. It is emailed with the customer’s private tracking link.
- 2Move the stage: New → Contacted → Quotation Sent → Negotiation → Won or Lost.
- 3Add internal notes (never shown to the customer) and a follow-up date.
- 4The activity history lists every change.