Quote Follow-Up — admin guide

Audience: operators · Scope: everyday tasks for the Quote Follow-Up system · Last reviewed: 2026-07-24

TL;DR — Everyday tasks for running Quote Follow-Up: what the follow-up email link does, importing the pipeline stages, how often quotes remind you (the nudge cadence), and the tracking sheets. Pick a task.

Tasks

• What the follow-up email link does — start here.
• Import the follow-up stages from Pipedrive
• Change how often a quote reminds you (nudge cadence)
• Turn the tracking sheets on or off

Related

• The link and its data ride on the Pipedrive connection.

Screens and labels can differ slightly between environments — if a label doesn't match what you see, check with your Beta-Calco contact.