Send AutoEmail for Manual Quote where customer does not book within set period

Bill G. shared this idea ago

Completed

Customer talks to phone center rep and a quote is generated. In current Auto-Emails, there is no follow up if the customer fails to follow up within a set period of time , say a week. This auto email exists for a customer generated quote.

This would be extremely valuable for those of us that use a phone center, who do not perform any callbacks. For folks who do not need this, they could deactivate the auto email.

A clone of the existing auto email would be perfect place to start, and should be a quick development item.

Thanks so much! Bill

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Best Answer

IO S. ● 9 years ago

This is a good idea. I'll add it to the list.

Comments (3)

IO S. ● 9 years ago ●

This is a good idea. I'll add it to the list.

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Bill G. ● 9 years ago

Any traction on this? I spend time each week hunting through new leads simply to fire a manual follow up email. Thanks!

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Greg H. ● 8 years ago

I find this option under email center

There is a reminder email for this for both client and administrative created quotes

You can set the number of days after the quote is generated to send a reminder

Not sure if this has been answered or not since it still said under construction

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Bill G. ● 8 years ago

Thanks for sending this - they have added the one for adminstrator entered. I would not have been aware had you not commented, as I was waiting for this to enter a completed status! Thanks so much!

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Greg H. ● 8 years ago

glad my issue could help you to Bill

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