In today's highly distracted work environment, if you need someone to do something for you, it's not uncommon to have to follow-up 3 or 4 times and via multiple channels: email, text, and phone call.
It can be huge mental burden to have to constantly stay on top of other people and keep track of:
- Who needs to be reminded or followed up with
- What they need to be reminded about
- When you sent them the last reminder
With Pipeline, you don't have to carry that burden anymore, because Pipeline can do it for you!
Go to any step in the Flow and simply set the follow-up schedule:
Based on your schedule, Pipeline will automatically send email reminders for you.
And if the step owner has a phone number, Pipeline will even follow-up with text reminders or a recorded voicemail. It's that simple!
Next Steps
Do you find yourself having to constantly follow-up with customers: emailing, texting, or calling them? Here's how to automate all that with Pipeline using auto-reminders.
Learn how to set up email, text, and voicemail auto-reminders for specific steps in your flow.
Learn how to set auto-calculated due dates for all steps in your flow.