A customisable automatic reminder email with Proposal attached, where our business can set the number of days after the reminder should be sent. Email to both the Prospect and person creating the proposal.
I would also like to be able to receive a reminder as the accountant because the clients don't always respond to reminder emails. I would also like to be able to filter in the dashboard so that I can call up clients who have not signed if possible. Thanks
By email would work best for us - and if possible for us to set that at a practice level (ie to have the option for a reminder to go to the named client manager as per the proposal, and also to the admin for example)
Danielle Fisher
A customisable automatic reminder email with Proposal attached, where our business can set the number of days after the reminder should be sent. Email to both the Prospect and person creating the proposal.
I would also like to be able to receive a reminder as the accountant because the clients don't always respond to reminder emails. I would also like to be able to filter in the dashboard so that I can call up clients who have not signed if possible. Thanks
Automatically chase via an template email we can tailor would be good.
Question. Do we want GP to automatically chase your prospects, or do you want the reminder yourself as the accountamnt?
These should be email reminders that are sent to the potential client with the proposal attached again.
yes a drop down menu for automatic reminders so you can decide after how long does an automatic email get sent by GoPro
By email would work best for us - and if possible for us to set that at a practice level (ie to have the option for a reminder to go to the named client manager as per the proposal, and also to the admin for example)
How would you prefer these reminders?
E-mails?
On the dashboard of proposals?