JosephMayo
6 years agoQrew Member
Blanket Reminders/Contacts
I have a database that contains projects, companies, contacts, etc. I want to be able to set up a scheduled reminder to reach out to the contacts. We have 140 active projects, over 100 consultants, and another 100+ leads that we are trying to follow up with. I need to remember to systematically contact them all at the appropriate interval so automated reminders will help out.
I have explored reminders for contacts but it seems to only be triggered from the date added or when the contact is modified. Is there a way to do this across all existing contacts?
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Joseph Mayo
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I have explored reminders for contacts but it seems to only be triggered from the date added or when the contact is modified. Is there a way to do this across all existing contacts?
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Joseph Mayo
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