Follow-up timing
Set practical day-one, day-three, and day-seven review rules where appropriate.
High-ticket quotes should not disappear after they are sent.
ArcStone defines the quote sent date, sales owner, follow-up date, buyer status, objection, next action, and stale review rule.
Decision status
Track whether the buyer is reviewing, waiting on information, comparing options, accepted, lost, or blocked.
Owner handoff
Make sure each quote has a named person or role responsible for the next sales touch.