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carsondws

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