When you create a bid, use the Bid Follow Up window 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 followup helps you turn more bids into orders.
You can set the Eclipse system to prompt you to enter information to follow up on a bid. With the system set to automatically remind you to enter the bid information, you ensure accurate follow-up data and save data entry steps. This feature works by displaying the Bid Followup window when you select to exit the window. You can further set the system to require bid follow-up information, so you cannot exit the Bid Followup window without entering the information.
To change your system to prompt for a bid follow-up, navigate to the Control Maintenance window. The new control record is Follow Up Bid At Order Close.
To create or change a bid followup reminder:
From the Edit menu, select Bid Follow Up:to display the Bid Follow Up window.
From the Win Confidence list box, select Low, Medium, or High.
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 No in the field. If you change this to Yes, the bid will not display in the Bid Follow Up Queue.
In the Comment box, enter any needed comments.
If you need to remove a follow up reminder, from the File menu, select Delete All.
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