When you send the initial quote to the customer, schedule automated follow-ups. The system will send up to 5 emails to your customer.
If the customer accepts the quote we will cancel the remaining emails.
! IMPORTANT: you need to have templates created in MY>templates to start using this functionality.
Open My > Templates > New template
Create the template for every follow-up by selecting the type of template.
If the follow-up template is missing, the system will not send an email.
You can always use the initial quote template for the body of the template and add to it a call to action to close the customer.
You can check here initial Broker Quote Template
