workflow automation.....should be able to schedule an e-mail from a template at points in future

Ann Hamilton
Ann Hamilton Member Posts: 6
5 Up Votes First Comment Photogenic First Anniversary
PIPEDRIVE USER
edited July 2022 in Workflow Automation #1

workflow automation.....should be able to schedule e-mails to be sent from a template at points in future...for instance

F/U 1 at 1 day after proposal sent

F/U 2 at 2 weeks after proposal sent

F/U 3 at 2 months after proposal sent

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