Updated on: November 8th, 2018 6:25 PM

Sales Automation - LEDGERS

Sales followup can be easily automated using LEDGERS. When you create an estimate using LEDGERS, automatically two email followups will be scheduled by the system. The details of the followup date will be shown on the right side of the estimate as shown below: [caption id="attachment_64451" align="aligncenter" width="1000"] Automated Followup

Automated Followup Status

All automated followups have three types of status as follows: Scheduled - An automated followup email has been scheduled to be sent on the date shown. Cancelled - An automated followup email which was scheduled has been cancelled. Completed - An automated email was sent on the scheduled date by the system.

Auto Cancellation

In case a customer make payment on an estimate, all scheduled automated followups will be automatically cancelled by the system.

Editing Automated Followups

The system allows for automated follows-ups to be edited. The subject of the email, date of follow-up and content of the email can be edited. To edit a follow-up, click on the follow-up card. [caption id="attachment_64455" align="aligncenter" width="1000"] Edit Automated Followup You can now edit any of the fields from the email and save. You can also cancel a scheduled followup by clicking on Cancel Followup button.