A simple customer follow-up routine: capture the enquiry, assign an owner, record the next action, and review the deal before issuing a quote.
A customer record is useful only when the team knows who owns the next action. Start with a small, repeatable process rather than a large list of unassigned contacts.
Capture and assign
Record the customer's contact details and the reason for the enquiry. Assign an active owner, avoid duplicate records, and limit sensitive access to the roles that need it. Your team's permissions determine which records each person can see.
Move the deal with evidence
Use your configured pipeline stages to record what has happened and what is still needed. Add a dated activity or reminder for the next call. A stage label alone does not mean the customer agreed to buy.
Send a controlled document
Build an estimate from the customer or deal, review quantities and price, then issue it when authorized. A quote is not a posted Accounting invoice. If Procurement sourcing is needed, a draft customer-demand requisition can carry the requested lines without sending a quote or awarding a supplier automatically.
The CRM guide covers ownership, documents, and the sourcing handoff. Explore the CRM product page for the full workflow.
