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Sales follow-ups in Office 365

Date:April 30th, 2013 Author: Tags: , , , , , ,
Category: Reminder 365, SharePoint Alert, SharePoint Online / 365 / Cloud Comments:0 ;

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If you’ve got a list of potential or current customers, it’s likely you’ll want to keep in regular contact with them (especially in the case of sales leads). So skip making checking the list every morning, and just get a summary e-mail of today’s contacts. That’s less time logging in or messing around trying to use SharePoint from a mobile phone, and more time making calls.

Here’s how you’d set it up

Select your list and view:

Choose list

Then choose when you’d like the e-mails sent:

Pick schedule

Next choose "Items due before next check" and the column with the next contact date in (this will send e-mails for contacts due today):

Send alerts for

Then give the e-mails a subject, header, and a motivational footer like ours:

 Email

Above we’ve chosen to send e-mails to the assigned Agent, CC-ing the manager. Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every morning:

 Example email

 

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