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Kim.DiMaria

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  1. 18 votes
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    Kim.DiMaria shared this idea  · 
  2. 17 votes
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    Kim.DiMaria shared this idea  · 
  3. 149 votes
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  4. 132 votes
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  5. 47 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Kim.DiMaria supported this idea  · 
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    Kim.DiMaria commented  · 

    This is really a terrific idea. We setup "future" reoccuring activities in the system, but we don't get email notifications on what's coming up. It's necessary to go into the system and review on a daily basis. Our reps don't always make it a habit. The idea of sending an email at the start of each day with scheduled tasks/activities is great! (Including Past due items would be great as well!!)

  6. 373 votes
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    Kim.DiMaria supported this idea  · 
  7. 60 votes
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    Kim.DiMaria supported this idea  · 
  8. 344 votes
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    Kim.DiMaria supported this idea  · 

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