The follow up email to a client is very important. When you look at reviews by customers about companies, the largest volume of negative reviews are because it took them too long and they never followed up.
We want our customer to think they are important. So the system follows up in these intervals.
Initial email
3 days
2 weeks
4 weeks
Watch this video to see how you can change the content of these emails for the customer to see. Again, you cannot change the intervals, but you can change/modify the content of the email.
https://youtu.be/b9phvAbv3Tc
How do I stop my customer from getting the email.
Change the status to a won job
Change the status to a lost job
Change the status to an inactive job