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Sales Follow-Up
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*
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Comments
This field is for validation purposes and should be left unchanged.
Quote Number
WorkFlow Note Number
Client Name
Client ID
User
Have you followed up?
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Yes
No
Reason Required
What is the status?
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Quote in progress
Duplicate quote - different grades
Will be placing an order
Order lost to competition
Our customer is waiting for his customer to place order
Project on hold
Material type not available
Account issues
Request rep to visit
Customer No Longer Requires the Parts
Please Provide Information to why
*
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Please provide Information for the Feedback Form to be expanded
*
This follows from choosing the Reason Required Radio Button
Reason for Quote in Progress
Changes pending, awaiting new drawings/info
Reason for Quote in Progress
Remind me in so many days
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1 day
2 days
3 days
4 days
5 days
6 days
7 days
Remind me in so many days
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1 day
2 days
3 days
4 days
5 days
6 days
7 days
Remind me in so many days
*
1 day
2 days
3 days
4 days
5 days
6 days
7 days
Auto follow up in
*
1 week
2 weeks
3 weeks
1 month
2 months
3 months
4 months
5 months
6 months
Reason for loss
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Select reason...
Lead time too long
Price too high
We Do not Provide the Process
Customer Do Not want to Pay Minimum Charge
Could we offer the required lead time?
Yes
No
What lead time would they like?
*
1 day
2 days
3 days
4 days
5 days
6 days
7 days
Longer
Price or Percentage
*
Price
Percentage
Customer did not want to provide clear details
Percentage
*
Please enter a number from
0
to
100
.
By what amount?
*
What would the customer like to pay?
*
Any Information you can add
Follows from Customer did not want to provide clear details
What Process do we not Do
*
Rolling
Tube Cutting
Chamfering
Welding
3rd Party Inspection
What grade?
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What thickness
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Account issue
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Select issue...
No account with us
Over terms
Better payment terms with competitor
Thickness is required
0 to 6mm
8 to 12mm
16 to 20mm
Width is required
0 to 500mm
500 to 1000mm
1000 to 1500mm
1500 to 2000mm
2000 to 2500mm
2500 to 3000mm
What Inner Diameter
0 to 250mm
250 to 500mm
500 to 1000mm
1000 to 1500mm
1500 to 2000mm
more than 2000mm