Note: Available in the Growth Plan and above.
Salesmate activity reminders help you to remain on top of communication by reminding yourself to follow-up some important emails, so nothing falls through the crack.
To set an activity base reminder:
You can set a reminder while composing a new message or writing down a reply. Just click on "Remind Me" button and you can select a date on which you should get a reminder.
You can also set a condition about 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 for that particular email.
So based on your condition Salesmate will create an activity for you of the type Task so you can proceed with next course of action.