Track follow-ups
Log calls and tasks with a title, contact, quote link, status, and due date so nothing falls through after a quote or lead.
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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.
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Due Today
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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 from the sidebar (/follow-ups).
- 2Click Add follow-up and enter a title — short enough to scan (“Call Raj — bulk order”).
- 3Link a party from your books or enter an external name and phone if they are not a customer yet.
- 4Paste a quote link if this task relates to a quotation you sent.
- 5Set status (open, waiting, done) and a due date so overdue items surface on the list.
- 6Save. Work the list daily — filter by due date or status.
Party vs external
Link a party when they already exist in TiBook so you see history in one place. Use external contact for cold leads — convert them to a party when they are ready to buy.
Attach the quote link the moment you send PDF — reps forget URLs by Friday.
Close or reschedule follow-ups the same day you touch them so the board stays truthful.
Related articles
- Convert a follow-up to a partyTurn an external lead on a follow-up into a proper customer or supplier party without retyping their details.
- 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 quotationSend a formal quote before the sale — same line items and tax as an invoice, but labelled as a quotation for customer approval.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
Open TiBook