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CRM + Interaction Tracker
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CRM + Interaction Tracker
Home
Add Interactions
Upcoming Interactions
Interactions without follow-up
Companies Detail
Companies by Type
Contacts
Reports
Total Interactions
Interaction Health
Pursuits
Databases and Settings
All Companies + Organizations
All Contacts
All Interactions
All Pursuits
Market Sectors Master
Org Types Master
Select Lists
Background
Formatting
Emails
Email Background
Notes - Iteration 2
Reset Document
Databases and Settings
Emails
Send email reminder
3
days before expected follow-up
Send Email to:
scott@simpladocs.com
Your reminders will be sent
3
days before follow up is needed
Reminder
Follow-up Digest
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Emails