company logo
Help Center
  • Submit an issue
  • Go to Customer Portal
Automations
  • Getting Started
  • Automations
    • Overview
  • Sales Management
  • Business Development
  • Reports and Analytics
  • System Settings
  • Integrations
  • Proposal Generator
  • Administrative
  • Feature Overview
  • FAQ's
      Back to home
      1. Help Center
      2. Automations
      • Getting Started
      • Automations
        • Overview
      • Sales Management
      • Business Development
      • Reports and Analytics
      • System Settings
      • Integrations
      • Proposal Generator
      • Administrative
      • Feature Overview
      • FAQ's

      Automations

      • Pre-made Automation - When the estimate due activity is added notify the project Estimator
      • Pre-made Automation - When a new contact is added after 7 days send new contact email
      • 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

      Overview

      • Automation - Get Time Back in Your Day with Followup CRM
      followupcrm.com Help Center
      • Submit an issue
      • Go to Customer Portal