Simple Auto CRM

Call (954) 951-9513

P. O. Box 880615 Boca Raton, FL - 33488-0615

Why do you get the 'Actions Due Email'

Each day your sales and BDC team get an email outlining actions they need to perform as part of their daily plan.

If you are seeing leads that the work was already done on but is still showing up on this list, the reason is probably because the action was not marked completed in the CRM.

To do so, in the lead, when you perform the action, make sure you check the "Action" box

Not it will load a list of all open actions for that lead.
Simply pick the action you are doing before you add your note.
This will mark the action as complete and make sure it does not show up in the report.

We do try to keep information on our site up to date, however there are times when the information on our site may not accurately reflect the current status of things. In case you have any questions or are not sure if the information on the site is accurate, please contact us to verify by email or by using the contact form. We will try to reply ASAP.