Automations
- Pre-made Automation - When a new contact is added after 7 days send new contact email
- Pre-made Automation - When the estimate due activity is added notify the project Estimator
- Pre-made Automation - When a Project sales status is not updated for 90 days email the project account manager
- Pre-made Automation - When the Proposal Delivered activity is overdue by 5 days notify the project account manager
- Pre-made Automation - When a Project sales status is updated to Contract send this email to project
- Automated Email Sequences
- All you need to know about Automations