E-Mail templates allow you to send E-Mail messages on a schedule and event templates allow you to schedule a large number of events all at once. But until today, they couldn’t work together in Heap CRM; now they can.

Let’s say I want to setup an event template that I use every time I get a new lead. Ok, nothing here has changed I’m just going to add an event in 7 days to call the lead.

Ok, now I want to setup an event to E-Mail them in 14 days. Again, just enter the 14 and the title of the event, but this time I’m going to select an E-Mail template to send.

Finally, let’s setup a final E-Mail for 90 days from today.

This entry was posted on Friday, September 28th, 2007 at 8:39 pm and is filed under Heap. You can follow any responses to this entry through the RSS 2.0 feed.