Convert a follow-up to a party
Turn an external lead on a follow-up into a proper customer or supplier party without retyping their details.
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Follow-ups
Follow-ups - Follow-ups
Turn enquiries into customers
Log calls, schedule callbacks, and chain follow-ups so no lead slips through the cracks — even before they become a party in TiBook.
0
Due Today
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Missed
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Total follow-ups
Search by title, contact, or no
+ Create Follow-upTitleContactQuoteFollow-up DateStatusAction
newKaren little paradise
+61 412 345 678—17 Jul 2026, 10:40 PMPendingSchedule NextEditDelete
+61 412 345 678—17 Jul 2026, 10:40 PMPendingSchedule NextEditDelete
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How this looks in TiBook
How to
- 1Open Follow-ups and select the task with an external contact.
- 2Click Convert to party (or the equivalent action on the follow-up detail).
- 3Review prefilled name and phone from the follow-up. Add GSTIN, billing address, and party type (customer or supplier).
- 4Save the new party. The follow-up links to that party record going forward.
- 5Create a quotation or sales invoice from the party when the deal moves.
- 6Mark the follow-up done or update status so the pipeline stays clean.
Why convert
Parties drive invoices, outstanding reports, and Agent answers. External names on follow-ups are for pipeline only — convert before you bill.
Check for duplicates — search parties by phone before you create a second Raj Traders.
If they were only a supplier, pick supplier at convert time so purchase flows work.
Related articles
- Track follow-upsLog calls and tasks with a title, contact, quote link, status, and due date so nothing falls through after a quote or lead.
- Add a customer or supplierCreate a party with name, email, mobile, tax IDs, addresses, opening balance, and custom fields from the Parties screen.
- Create a GST sales invoiceOpen Sales Invoice, pick the customer, add taxed line items, and save a GST-compliant bill from Billing & Spending → Sales.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
Open TiBook