Do I Want A Reminder To Follow Up With This Customer At End Of Month/Next Month?
Hey gang,
Don’t be stressed out by this. This is an idea I had that I think will make your lives easier. I promise this one is for making your life easier, not mine.
When slapping together January reports, I noticed many invoices that said something along the lines of “Need to source a replacement” or “Will reach out to customer when I blablabla”
Whatever the case, if you guys want reminders… Select that box, and when I slap together reports on Thursday nights / end of month reports, I’ll be happy to send you the reminders.
I urge you to set your own reminders in case I forget. But, I’ll do my best.
Cheers, brothers. <3