Today we added reminders to our Cap Dat ACORD service.
Here is a short video showing the service.
Reminders - Follow Up and Keep Your Committments
During your conversations with your prospect you will make committments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these committments. You can...
1 - Set e-mail Reminders to follow up
2 - Assign Reminders to yourself, co-workers, multiple people for any given task
3 - Use e-mail Reminders to send scheduled e-mails to clients and prospects
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