Follow-up Process When the Customer Does Not Reply to Salesperson

If Salesperson fails to receive a reply from Customer, this issue escalates to the Sales Manager.

In order to escalate the issue, Salesperson has to make sure the below steps have been completed:

Salesperson is to send a task to Sales Manager in a relevant SO:

It is highly suggested to have your ‘Client Status Sheet’ Excel updated with the information on when the inquiry was received/sent/followed-up to track the progress:

The best way to track the progress of an RFQ is to have an activity set under the relevant SO:

The set activity will be sending the notifications in the inbox and be pinned on top in SO chatter.