Question
Set up a Follow up Date to Trigger
We get alot of leads asking if we can follow up with them next month or further down the line. Currently it is set up where alot of leads have been slipping through the cracks. We'd like to set up a calander event that when that date is reached it will trigger an email, text, or increase their score for us to call. I have some Ideas that would mainly come from the CRM(Sugar) that would create a trigger. I'm just wondering what others have done and what are the best practices.
Cheers,
Pieter
Cheers,
Pieter