In this article we will discuss how to set up automated follow ups for your proposals.
Setting Up Automated Follow-Ups for Proposals
1. Get the proposal ready to send.
2. Select the email of your customer.
3. Click here to turn on automated follow-ups.
4. Click here to preview the follow-up email template.
5. Click "Add Another Reminder", if desired.
6. Click this field to edit when the follow-up reminder is sent.
7. Click here to send the proposal.
8. Click here to manually stop sending reminders.
How to set your company default for automated follow-ups
9. Click "SETUP"
10. Click "My Company"
11. Click here.
12. Set your follow-up schedule as desired.