Forum Discussion
AnthonySalazar
6 minutes agoVerified Community Coach
We’ve handled this by giving quotes a defined follow-up window instead of letting them sit open forever.
For us, the useful part is knowing which quotes are still actually active.
We’ll follow up, let the sequence run, and if there’s still no response after about 10 days, we archive it rather than keeping a huge list of stale opportunities.
I do like the idea of a short “needs follow-up” list after two business days though. That would make it easier to separate quotes that genuinely need attention from everything else sitting in the pipeline.
The bigger lesson for me has been that every quote needs some kind of next action or exit condition. Otherwise the list gets noisy fast.