# Follow-ups

> How Quoterium decides which sent quotes need chasing, and how to send a follow-up email or dismiss the reminder.

Quoterium reminds you to chase quotes that have gone quiet. Follow-ups are never sent automatically: you decide whether to send one.

## When a quote needs a follow-up

A sent quote is flagged when any of these is true:

- it has not been opened 12 hours after it was sent;
- no follow-up has been sent and more days have passed since sending than the **Follow-up after (days)** setting (3 unless your admin has changed it);
- one follow-up has been sent and the quote was sent more than 14 days ago.

The dashboard also lists a sent quote that the customer opened again in the last few days after a quiet spell of at least your follow-up days: a good moment to get in touch.

Only quotes with the status Sent are flagged. Admins change the number of days in [Settings → Quote defaults](https://app.quoterium.com/settings/quote-defaults).

## Where you see them

- **Worth a follow-up** on the [dashboard](https://quoterium.com/help/getting-started/the-dashboard). A line under each quote says why: sent so long ago and not opened yet, sent so long ago with no answer yet, or opened again after a number of quiet days. Quotes opened again come first. **Follow up** opens the quote with the follow-up email ready.
- A **Follow up** marker under the quote on the [Quotes](https://app.quoterium.com/quotes) page.

## Send a follow-up

1. Open the quote and choose **Send follow-up** in the **Actions** menu.
2. Edit the subject and message. They start as a short, friendly reminder.
3. Click **Send follow-up**.

The follow-up goes to every recipient on the quote who has an email address, each with a button to their own link. The quote's follow-up count goes up, and the email is recorded in its History.

## Dismiss a reminder

If you have chased the customer another way, or do not want to, dismiss the reminder:

- click **Dismiss** next to the quote on the dashboard;
- choose **Dismiss follow-up** in the quote's **Actions** menu; or
- select several quotes on the Quotes page with **Bulk edit** and choose **Dismiss follow-ups**.

A dismissed quote is not flagged again unless you send it again, put it back online after editing, or send a follow-up.

## See also

- [Knowing when a quote has been opened](https://quoterium.com/help/sending-and-follow-up/view-tracking)
- [Send a quote](https://quoterium.com/help/sending-and-follow-up/send-a-quote)

Source: https://quoterium.com/help/sending-and-follow-up/follow-ups