Remind Salespeople to Follow Up

Casey Perno shared this idea 4 years ago
Completed

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.


-- NJCN


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!

Best Answer
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The CRM add-on has the task reminder functionality that can do this (not automatically set though). In addition we've add the the 'last contact' and 'last action' fields that can be used to keep track of leads that may need followed up with (they can be added to custom lead reports and as one of the main columns on the leads page.

Comments (2)

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I'll put it on the list. Thanks!

photo
1

The CRM add-on has the task reminder functionality that can do this (not automatically set though). In addition we've add the the 'last contact' and 'last action' fields that can be used to keep track of leads that may need followed up with (they can be added to custom lead reports and as one of the main columns on the leads page.