Notify clients with a reminder email after new estimate in Alegra, and delay before sending
Notify clients with a reminder email after new estimate in Alegra, and delay before sending
Follow up on new estimates by sending a reminder email via Gmail after a set delay from Alegra. This ensures clients receive the quote and encourages them to reach out with any questions, improving engagement and response rates.
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Overview
Follow up on new estimates by sending a reminder email via Gmail after a set delay from Alegra. This ensures clients receive the quote and encourages them to reach out with any questions, improving engagement and response rates.