Follow-Up Reminder Report
We would like to be reminded after 6 months of an invoice being posted to call customers if they have not had any additional activity with our business. This would be helpful from a customer service perspective, as well as to drive additional business.
9
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The MacSpa
shared this idea
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ashlyn commented
I agree. Maybe it could be something where you set how long until the follow up. For instance, sometimes we need to follow up in 3 days, sometimes its the next week and sometimes it months from then.