- Short Description
- "Admin and staff use Perfex CRM's Lead Follow Up Scheduler for automatic lead follow-ups via default SMS gateways. Set schedules for reminders, track progress, and ensure leads don't get lost with added admin/Staff convenience."
“LEAD FOLLOW UP SCHEDULER”, MODULE CAN BE USE IN PERFEX CRM ALLOWS ADMIN/STAFF TO SCHEDULE AUTOMATIC FOLLOW UP SMS 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.
- Admin/Staff can set a schedule for one time only, to send automatic follow up SMS for every upcoming Leads. Eg. Send SMS after 1 week of creation of Leads, if Lead status is still in pending.
- Admin or staff can send scheduled multiple SMS at a time to Leads.
- Admin/staff can send reminder to staff who is assigned Leads.
- Use default Perfex CRM SMS Gateways, no need to implement new SMS gateway
- Admin and staff will be able to create schedule to send automatic SMS to the leads after specified interval of Lead creation. So admin will not lose their leads, if leads are not having any progress.
- Admin and staff will be able to create schedule to send automatic SMS to the assigned staff of Leads after specified interval of Lead creation. So admin/staff can send reminder to staff, if leads are not having any progress.
- Admin/Staff can see how many Leads are sent an SMS by viewing Schedule for Leads.
- Admin/Staff can see how many Staffs are sent an SMS by viewing Schedule for Staff.
- SMS will be sent automatically to Leads or assigned staffs using Cron Jobs.
