Prospecting Automation for Contacts
it would be great to have contact follow up automated. For example is there a way to set up when the contact should be followed up with based on how phone activity is logged. Example. The first initial contact will automatically schedule out a follow up date of three days unless they manually choose differently, After three days it will automatically choose 2 weeks if logged activity is not "connected". after two weeks if not connected it would schedule out three months. Then after three months it would schedule out every three months from the next contact if it is still not "connected" I have added a follow up date on the contact module and can set the list sort to equal today and past "follow up" date. Then my sales reps can call from that list.