When creating a proposal for a client, you may want to set up a reminder to follow up with the client if the proposal hasn't been signed yet, to ensure you're not missing any opportunities. The follow-up reminder email will be sent 1 day before the follow-up date you set in the proposal.
Step 1
When creating a proposal, in the 'complete proposal' section, you will find the Follow-Up Date section:
From here you can select in the follow-up date you want to set for the particular proposal.
Step 2
Head to the Proposals dashboard to view the follow-up date for the proposal:
You will then receive the follow-up reminder email 1 day before the date you have set in the proposal.
Please note: The email will only be sent to the staff member who created the proposal.
If you have any questions, please reach out to us in the chat box below 😃