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Member Since 20 Nov 2013
Offline Last Active Nov 20 2013 10:03 PM

Topics I've Started

How do i setup workflow / notification emails?

20 November 2013 - 08:08 AM

Hi everyone,


Zurmo is great!

I have used other CRM's previously and this kills them.


All I want to do is receive email notifications when anything is due.


e.g: I setup a new task for a lead or client with a due date and time of X.

receive an email when the time reaches x.


Can someone please give me a straight forward guide on how I can achieve this please?


I am missing follow up calls with my clients and it's effecting my business.


Thanks in advance anyone that can help