Lead Follow up Scheduler, module can be use in Perfex CRM allows Admin/Staff to schedule automatic follow up SMS/Email send to Leads at particular Interval of Lead creation.
- Lead Follow up Scheduler is using, by default enabled SMS gateways, provided by Perfex CRM. You can check for available SMS gateways from SETUP -> Settings -> SMS.
- Lead Follow up Scheduler is using, by default enabled Emails settings, in Perfex CRM..
- Admin/Staff can set a schedule for one time only, to send automatic follow up SMS or Email for every upcoming Leads. Eg. Send SMS/Email after 1 week of creation of Leads, if Lead status is still in pending.
- Admin or staff can send scheduled multiple SMS / Emails at a time to Leads.
- Admin/staff can send reminder to staff who is assigned Leads.
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