Make sure you never forget about a quote using the email reminders. Quikflw will send you an email every day, weekday or week listing all the quotes you need to chase.
- Click on the Cog at the top right
- Select Reminder Settings
- Select Quotations
Click on 'New Reminder'. For example, you might wish to have a reminder when a quote has been in the 'Sent' status for 7 or more days.
Once you have saved this, you can fire a test email by clicking on the fire button.
The email will look like this:
Clicking on the quote number will take you directly to the quote.
There is an enhanced version of this reminder for managers in the 'Automated' package.
Tags: Quote reminders, Quotation reminders, reminder emails