a year ago
📨 Quotation Reminders for Syrinx
Introducing Quotation Reminders for Syrinx!
Now, SitePad CRM can automatically remind you when a quotation has not yet been sent to Syrinx — helping ensure no opportunities are missed.
🔑 Key features:
- Set reminders to trigger initially after X days, then repeat every X days until sent.
- Choose to send reminders to either the BDM for the quoted customer or the user who created the quotation.
- Use a custom email template for these reminders via More Settings > Message Templates.
Keep your pipeline moving and never miss a quote!