Steve Cowman
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Automatic email chase
Would it be possible to have a facility within SS to auto email a client 24 hours (for example) after they have received a quotation? So, on a B2C system, we can pre-set emails that go out if the ...
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Data capture on unfinished quotes
If a direct client leaves half way through the quote without pressing finish, how can we collect the data to call and convert the sale? Our question set collects personal info on the first page - w...