Customer Suggestion Portal

Ideas submitted here will be evaluated for upcoming releases of ProMax. Encourage your co-workers to vote on your issues!

Triggers based on Calendar Date

There are a ton of email/letter templates for Xmas, 4th of July, etc, but there is no way in the automated followup system to create a followup for a specific date.

For me personally, I would like to create an annual followup chain based on Tax season...Emails and Letters. I cannot do that with the current systems.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Aug 10 2018
CRM
  • Attach files
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 10, 2018 19:10

    For example: Every Customer in Need $ Down status gets an email and a letter on February 15th.

    Every sold customer gets a memorial day letter on May 15th.

    Every unsold customer gets an email on September 1st for Labor Day Sale.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 10, 2018 19:12

    Makes sense...