Creating Bid Reminders

When you create a bid, use the Bid Follow Up screen to create reminders. Creating reminders in the system makes following up with your customers easy, because you can then use the Bid Follow Up Queue to view your bid reminders. Being proactive about bid follow up helps you turn more bids into orders.

To create or change a bid follow up reminder:

Create or open a sales order bid and display the order's Status screen.

Use the Bid Follow Up hot key to do one of the following:

If...	Then...
this is the first follow up for the bid	the Bid Follow Up screen displays.
you have previously entered a follow-up for this bid	a selection list displays. Select the date to change an existing follow up reminder, or select New to create a new one. Press Enter to display the Bid Follow Up screen.

In the Follow Up Date field, enter the date you want the system to add the bid reminder to the Bid Follow Up Queue.
In the Follow Up By field, enter the user ID of the person who is responsible for following up on this bid with the customer.
In the Acknowledged field, leave the N in the field. If you change this to Y, the bid will not display in the Bid Follow Up Queue.
In the Comments field, enter any needed comments.
If you want to remove a follow up reminder, use the Delete hot key.
Press Esc to save changes and exit.