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Send AutoEmail for Manual Quote where customer does not book within set period
Completed
Customer talks to phone center rep and a quote is generated. In current Auto-Emails, there is no follow up if the customer fails to follow up within a set period of time , say a week. This auto email exists for a customer generated quote.
This would be extremely valuable for those of us that use a phone center, who do not perform any callbacks. For folks who do not need this, they could deactivate the auto email.
A clone of the existing auto email would be perfect place to start, and should be a quick development item.
Thanks so much! Bill
I like this idea
This is a good idea. I'll add it to the list.
This is a good idea. I'll add it to the list.
This is a good idea. I'll add it to the list.
This is a good idea. I'll add it to the list.
Any traction on this? I spend time each week hunting through new leads simply to fire a manual follow up email. Thanks!
Any traction on this? I spend time each week hunting through new leads simply to fire a manual follow up email. Thanks!
I find this option under email center
There is a reminder email for this for both client and administrative created quotes
You can set the number of days after the quote is generated to send a reminder
Not sure if this has been answered or not since it still said under construction
I find this option under email center
There is a reminder email for this for both client and administrative created quotes
You can set the number of days after the quote is generated to send a reminder
Not sure if this has been answered or not since it still said under construction
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