Topics created by WhitneyH9689

Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

p.s. send an email to support@appcoll.com to get something scheduled.

Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

p.s. send an email to support@appcoll.com to get something scheduled.