Remind Salespeople to Follow Up
Hello IO Team,
I'd love the ability to automatically email the assigned salesperson a 'follow up reminder' for leads after X days. It would be very similar to the Quote Reminders/Contract Reminders that get sent to the lead, but reminding the salesperson to call said lead.
At the very least, I'd like to BCC my sales people on those Quote/Contract Reminders so that they get a reminder that way.
Apologies if this exists! I haven't found a way to do it yet.
P.S. Thanks everything else you've given us! I'm new to relational database design, but I can appreciate how complex something this size is!