Automating Follow-ups in Mitra
Automating Follow-ups in Mitra
Consistent follow-up is what separates closed deals from lost ones.
Follow-up Reminders
- Open any deal or contact
- Click Add Task and set a due date
- Mitra notifies the owner on the dashboard and via the Kinexa App
Automation Rules
Go to Automation → New Rule to trigger actions automatically:
- When a deal enters "Penawaran" → **create** a follow-up task in 3 days
- When a deal has no activity for 7 days → **notify** the owner
- When a new lead comes from the website → **assign** to a sales rep by round-robin
WhatsApp Sequences
Combine automation with the WhatsApp Business integration to send templated messages, such as a polite reminder two days after a quotation is sent.
Cadence Best Practice
A proven Indonesian B2B cadence: follow up on day 1, day 3, day 7, then weekly. Automation keeps this rhythm without manual effort.
Monitoring
The Activity tab logs every automated and manual touchpoint so nothing falls through the cracks.