A follow-up was promised on Tuesday

A follow-up was promised on Tuesday. By Friday the buyer has heard nothing, because the note sat in a chat thread, the contact details lived in a spreadsheet, and the draft quotation was in someone's email. Each person assumed another was handling it.

Now take the same lead in one view. The enquiry is captured on arrival. A follow-up is assigned to a named person with a date beside it. The quotation status sits on the same record, so anyone can see whether it has been drafted, sent or approved.

The difference is not effort. It is where the information lives. In the scattered setup, a team member searches three places, then asks a colleague what happened. In the single view, the owner of the next step and its due date are already visible.

Roles and permissions decide who sees what, so the lead stays with the people who need it. Once approved, the quotation moves into an order, then dispatch and invoice, without retyping customer details.

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