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Enter old orders to trigger yearly reminders
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Is there anyway to quickly add old orders from our old software into IO so that yearly reminders start being sent out?
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I'm not sure about quickly, but you can enter the leads and just make sure the dates, status, and book date (date you sent contract) are all filled in. You might need to make sure it is marked paid too so they don't get emails saying that they own money. Once you do this, the auto emails will work. If you can export your old data, we can look at importing, but there is no guarantee and may be a cost associated with it. Thanks!
I'm not sure about quickly, but you can enter the leads and just make sure the dates, status, and book date (date you sent contract) are all filled in. You might need to make sure it is marked paid too so they don't get emails saying that they own money. Once you do this, the auto emails will work. If you can export your old data, we can look at importing, but there is no guarantee and may be a cost associated with it. Thanks!
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