CRM - Setup Automated followup

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CRM - Setup Automated followup

Postby uteachme » 15th April 2016, 2:43 am

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?
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Re: CRM - Setup Automated followup

Postby Joanna » 15th April 2016, 11:40 am

There is no such a feature in the current version of CRM For WHMCS. That is, however, a very interesting suggestion and we will certainly include it in our to-do list for future updates.
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