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Email Center:Yearly Reminders-Question
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Is there a way to have yearly reminder emails ONLY go to certain clients? (I want it to go to corporate but not brides)
Is there a way to have yearly reminder emails ONLY go to certain clients? (I want it to go to corporate but not brides)
You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.
1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed
2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending
You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.
1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed
2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending
You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.
1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed
2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending
You cannot set the auto emails to only go to certain customer types, but you can disable certain emails on each lead.
1. Filter your leads by customer type by going to Leads->More Filters (bottom-left) and set the Status to Completed
2. For each lead, go to the Auto Email tab, edit and check the Yearly email to Prevent Sending
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