CONTAX ::: Lead Management System Tuesday, April 13, 2021

Support

1) What is a Job?
2) How do I send a reminder to the customer?
3) What is the reminder schedule and who does it email?
4) Can I change the reminder schedule for myself after I have created the Estimate?

1) What is a Job? A Job is the term used to describe a move that has been assigned to an individual. It's identification is the Job # (which is entirely independent of the Move's Tracking #). NOTE: The word job will eventually be changed to "estimate" in the system.

2) How do I send a reminder to the customer? To send a reminder to the customer in the same format as the original estimate, follow these 2 simple steps: From the control panel, click "Current Open Jobs". There should be a full list of all the emails that have been sent this customer. To send another reminder, mark the checkbox for that job estimate and click the "Send Emails to these Customers". NOTE: This feature allows you to mark multiple checkboxes and send each customer his/her own estimate all from one click.

3) What is the reminder schedule and who does it email? The reminder schedule is a schedule set by clock to send email reminders. It is set up to remind the salesperson (user) only. It is then up to the salesperson to keep in appropriate contact with the customer. This allows versatility without bombarding the customer with unwanted emails.

4) Can I change the reminder schedule for myself after I have created the Estimate? No, once the job estimate has been created, the schedule sets itself in motion. So, double check everything before creating the new job estimate. NOTE: By default, the reminder schedule is set to remind the salesperson every other day.

 

 
 
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