GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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LEAD EMAIL TRIGGERS

 There are two types of email triggers.

  1. Lead: known as Lead Email Trigger which can be found under Admin-Sales-Lead Email Trigger
  2. Jobs: known as Email Triggers which can be found under Admin-Production-Email Triggers

It is important Lead Operations, Job Operations, Target Lead Times, Lead Types, Job Types are completed and working as this data is required before doing so.

With the aid of a simple user interface, you are able to set up as many automatic email triggers as you require.

You may create as many Email Triggers as you like to accomplish all automated email notifications.

When an Operation or Target is due or has been completed, an email can be sent to default persons in the organisation or the client.

Negative dates can be entered to create a post-event type email trigger like percentages held after the initial install.

A list of all the template variables is available on this site to help you personalise the messages.

Uses and examples for email triggers can be as follows :-

  • Internal notifications for Sales
  • Client notifications
  • Trades notifications