We all have busy lives, so it's easy to forget to check in on a customer or for your customers to accept that so-needed quote.
Auto follow-ups allow you to schedule up to 3 resends of presented proposals to tactfully remind your customers about a great quote you've prepared for them.
How does it work?
[admins only]
From the Office, navigate to the "Email Delivery" menu and select the "Auto Follow-Ups".
You'll be presented with a switch labeled "Activate" to turn the feature on, as well as 3 fields to set how many days you'd like the system to wait before re-sending the email.
If you want to skip a follow-up, just set that field to zero.
NOTE: The system sends follow-up emails between 8:00 AM and 9:00 AM Eastern. It will find all the presented emails, regardless of whether they have been emailed to the customer or not, and dispatch reminders. Please be aware of this when using the feature.
To stop resending a specific quote, Mark it Lost and explain the reasons.
Keep in mind that putting the proposal back to draft mode or archiving it also prevents the emails from sending.
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