CRM - Setup Automated followup

Jensen Breck
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Topics: 107
Replies: 107
Joined: 28/08/2017
 

Hi is there a way to setup an automated followup on the CRM system when a client is set to a particular contact type.

Example, a contact has changed from being a "potential" contact type to a "request a demonstration" contact type. 
I wish for a contact / sales person to get a followup reminders to follow up on that contact, X days (custom days) after the contact type was changed for that contact.

Also is it possible to setup emailing contacts in the same way using this idea?

 
Please help.
 
           
Thanks!
 
 
I did not find the right solution from the Internet.
 
 
References:https://www.forum.modulesgarden.com/whmcs-modules/crm-setup-automated-followup-t2491/
 
 

13/10/2017 14:43:36