WindoorERP Documentation 19.0

Configure automated sales Activity Plans for standardized quote follow-up workflows

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Establishes standardized post-quotation follow-up workflows (e.g., 'Quotation Follow-up Plan': 1. Send Email Submittal -> 2. Follow-up Call after 48h -> 3. Sample Delivery -> 4. Contract Finalization Meeting).

Before you start

  • Sales Administrator access.

Steps

Sales activity plans catalog list

Sales activity plans kanban overview

Important

Standardized activity follow-ups increase quotation-to-contract conversion rates by over 35%.

  1. 01
    Open Sales › Configuration › Activity Plans.
  2. 02
    Click New and bind the plan to sale.order (Sales Order / Quotation).
  3. 03
    Sequence steps with specific activity types, user roles, and execution day offsets.
  4. 04
    Trigger the plan directly from quotation chatter to automate team follow-up cadences.

Common mistakes

  • Setting generic activity descriptions without clear objective guidelines for sales reps.
  • Assigning all follow-up steps to a single user rather than distributing technical and financial tasks.

Continue learning

Define specialized sales activity types, reminder actions, and automated templates Configures granular sales activity categories (e.g. Profile Sample…

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