Thank you. How do I sent up follow up reminders. Meaning...If I send a proposal smart file to a client and there is no reply. What triggers works best to send an auto reply thereafter.
Hi there! So there are reminder settings in your company settings for how many days you wait in between for a reminder to send if your client hasn't opened it. You can find those in "Preference" under your Company Settings and should be able to adjust those reminders! Let me know if I can help with anything else!
Thank you. How do I sent up follow up reminders. Meaning...If I send a proposal smart file to a client and there is no reply. What triggers works best to send an auto reply thereafter.
Hi there! So there are reminder settings in your company settings for how many days you wait in between for a reminder to send if your client hasn't opened it. You can find those in "Preference" under your Company Settings and should be able to adjust those reminders! Let me know if I can help with anything else!