User Review
( votes)Must have tools for mass emailing leads with insights if email opened. if no response automate follow up email 3-4 times with content.
When a prospect in interested/replies a new deal is created > products are added > deal value is automatically calculated based on products > convert the product list into official quotation.
If order confirmed > convert the quote into a delivery note document and invoice document.
Setup annual renewal reminder/automation
submitted by /u/betterflygarden
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