I'm having trouble understanding the task option. Is there a way for it to send you an email when a task is due?
Like if a current life client is t65 in two years, is there a way to receive an email when the time comes?
It's the second day on my 15 day trial so I'm not married to them if anybody has a different crm suggestion.
Source of insurance-forums.net
Like if a current life client is t65 in two years, is there a way to receive an email when the time comes?
It's the second day on my 15 day trial so I'm not married to them if anybody has a different crm suggestion.
Comments
Post a Comment