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Overview

Follow-ups are automated reminders that Odia creates when a proposal sits in “Sent” status without a response. Instead of manually tracking which proposals need attention, the system monitors sent proposals and nudges you when it’s time to check in with the travel agent. No emails are sent automatically — follow-ups are internal reminders for your team.

Automatic Creation

Follow-ups are created by the system — no manual setup needed. When a proposal stays in “Sent” status for too long, a follow-up reminder appears automatically.

Urgency Escalation

The longer a follow-up goes unresolved, the more urgent it becomes. Visual indicators escalate from standard to critical so nothing slips through the cracks.

Dashboard Visibility

Your pending follow-ups appear directly on your dashboard, giving you a clear view of which proposals need attention today.

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When Do Follow-ups Appear?

Follow-ups are created based on how long a proposal has been sitting in “Sent” status without a response. The system checks daily and creates reminders on a predictable schedule.

Proposal Sent

You publish and send a proposal to a travel agent. The proposal status moves to “Sent.”

10-Day Wait

The system monitors the proposal. If 10 days pass since the proposal was last published/sent and the status is still “Sent,” a follow-up is created.

First Follow-up Created

Follow-up #1 appears on your dashboard and in the Follow-ups tab. You can now take action — send an email or mark as done.

Follow-up Resolved

You resolve the follow-up (mark as done). The system notes the resolution date.

7-Day Cycle

If the proposal is still in “Sent” status, the system waits 7 days after the previous follow-up was resolved, then creates the next follow-up. This cycle continues until the proposal moves forward.
The first follow-up appears after 10 days. Every follow-up after that appears 7 days after the previous one was resolved. This gives you a consistent rhythm for checking in on pending proposals.

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Where Do You See Them?

Dashboard Widget

Your personal follow-up overview on the dashboard. Shows only follow-ups for proposals you own, so you see exactly what needs your attention.

Follow-ups Tab in Proposals

A dedicated tab within the Proposals section with the full list of follow-ups. Includes search and filtering by status: All, Done, Overdue, and Pending.

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Dashboard Widget

The dashboard widget gives you a quick snapshot of your pending follow-ups. It shows follow-ups only for proposals that you own, so each team member sees their own workload. Use this as your daily starting point to decide which proposals need attention.

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Follow-ups Tab

The Follow-ups tab inside Proposals provides the complete list with more detail. Filter by status to focus on what matters:
  • All — Every follow-up regardless of status
  • Pending — Follow-ups waiting for your action
  • Overdue — Follow-ups that have gone past their due window
  • Done — Resolved follow-ups

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Urgency Levels

Follow-ups escalate in urgency the longer they go unresolved. Visual indicators help you prioritize which follow-ups to handle first.
LevelAgeVisual
Due0–3 daysOutline warning badge
Overdue4+ daysRed badge showing “X days overdue”
Follow-ups that are 8+ days old display with an exclamation mark to draw extra attention. Prioritize these to maintain strong agent relationships.

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Actions You Can Take

When a follow-up appears, you have two options.

Send an Email

Reach out directly to the travel agent:
  1. Click the email action on the follow-up
  2. A pre-filled email dialog opens addressed to the travel agent
  3. Review and edit the message before sending
When to use: You want to send a written follow-up to the agent asking about the proposal status.What happens next: The email is sent. If you marked the follow-up as done, it closes and the system creates a new follow-up in 7 days if the proposal is still pending.

Mark as Done

Close the follow-up and record that you’ve followed up:
  1. Click “Mark as Done” on the follow-up
  2. The follow-up is closed
  3. The proposal status updates to “Followed Up”
  4. If the proposal remains pending, a new follow-up is created 7 days later
When to use: You’ve already contacted the agent (by phone, in person, or another channel) and want to record that the follow-up happened.

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The Overall Flow

Here’s the complete lifecycle of follow-ups, from proposal to resolution.

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Key Things to Know

No emails are sent automatically. Follow-ups are internal reminders only. The system never contacts travel agents on your behalf — you always decide when and how to reach out.
Only one open follow-up per proposal at a time. You won’t be overwhelmed with multiple reminders for the same proposal. Resolve the current follow-up before the next one is created.
Follow-ups only exist for “Sent” proposals. If a proposal is in draft, confirmed, or any other status, no follow-ups are created. The system only reminds you about proposals that are waiting for a response.
Each user sees their own follow-ups. Follow-ups are based on proposal ownership. You only see reminders for proposals you own, keeping your dashboard focused on your workload.
  • Proposals - Managing proposals and understanding proposal statuses
  • Tasks - Creating and managing manual to-do items
  • Dashboard - Your personal overview including follow-up widgets
  • Messaging - Communication tools for reaching travel agents