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AccuLynx: Post-estimate Follow-up

Find every job sitting in the prospect milestone (estimate sent, awaiting decision) and send each homeowner a friendly check-in email referencing their address and the date the estimate was sent. Good to run weekly to keep quotes from going cold.

acculynxroofingfollow-up

Find every job sitting in the prospect milestone (estimate sent, awaiting decision) and send each homeowner a friendly check-in email referencing their address and the date the estimate was sent. Good to run weekly to keep quotes from going cold.

Steps
1
List Prospects
ACCULYNX
2For Each Job
3
Get Job
ACCULYNX
4
Send Follow-up Email
Send Email
5Collect Sent Emails

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