Alpha Estimate Follow-ups
Automatic call tasks when estimates are sent, worked through per day
Estimate Follow-ups (Offerte-taken)
When an estimate is sent to a customer, Alpha automatically creates a follow-up call task ("nabellen offerte") for the salesperson who sent it. The task carries everything needed to make the call: the estimate number and amount, the customer's name, and their phone number.
The follow-up list
Open CRM → Estimate follow-ups to see all open follow-up tasks, grouped by deadline:
- Overdue: follow-ups past their deadline
- Today / Tomorrow / Later: upcoming follow-ups per day
Each row shows the estimate number (linked to the estimate), the amount, the customer, the deadline, and a call button that dials the customer's phone number directly (tel: link, works on mobile and with desktop calling apps).
Working through a task
Every follow-up has three actions:
| Action | Effect |
|---|---|
| Geakkoordeerd | Completes the task with outcome "Accepted" |
| Later terugbellen | Reschedules the task N days ahead (default from settings, adjustable per task): for unanswered calls or "we need more time" |
| Aanpassen offerte | Jumps straight to the estimate editor; the task stays open |
Configuration
Under Settings → Tenant → CRM → Estimate follow-up you can:
- Enable or disable automatic follow-up task creation
- Set the default number of days after sending before the follow-up is due (default: 3)
Follow-up tasks are regular CRM activities (type CALL), so they also appear in the Activities overview and count toward activity statistics.