When it's time to follow up with a contact, RapNet notifies you on the web and app, plus there's a reminder on your dashboard for upcoming tasks and activities.
Reminder on RapNet to follow up with a contact
RapNet emails you with a reminder when to follow up with the customer.
The email reminder comes in at 8am local time with an aggregated list of tasks for that particular day.
The email contains a link taking you to the customer’s contact page
Sample Email reminder: Activity/Task due today
Sample Email reminder: Multiple Activities/Tasks due today
Your RapNet Dashboard informs you of upcoming tasks
Reminder on the App to follow up with a contact
Your dashboard lets you know if you have any tasks due that day.
Watch this video and see screenshot below.
