How to configure the sales action reminder email

At OnePageCRM we encourage everyday usage so your sales don’t fall through the cracks, so to help you with this you can set your preferences to receive a daily sales action email straight to your inbox.

Go to your  User Profile (top right) Settings Preferences.

Under the Action Stream Preferences, select from the drop-down Send me sales actions reminder email and choose one of the following:
  • never
  • every day (select a time for it to be sent)
  • every day I have a new task (select a time for it to be sent)

Your chosen settings will save automatically.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us