Salesmate activity reminders help you to remain on top of communication by reminding yourself to follow up on some important emails, so nothing falls through the cracks.
Note: Available in the Pro Plan and above.
To set an activity-based reminder
- You can set a reminder while composing a new message or writing a reply. Just click on the "Remind Me" button, and you can select a date on which you should get a reminder.
- You can also set a condition for when you should get a reminder. You can select any of these conditions:
- If not read - You will get a reminder if your sent email is not read by the customer (this feature requires email tracking to be on)
- If not replied - You will get a reminder if the contact hasn't replied to your email.
- Regardless - You will get a reminder on the specified date to follow up on that particular email.
- So based on your condition Salesmate will create an activity for you of the type Task so you can proceed with the next course of action.
Comments
1 comment
Other CRMs have the reminders included in free packages so I think that should be included in the Salesmate STARTER package! I completely undersend for Schedules but for Reminders for Follow up is something that you should have in the starter package.
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