Radius Crm

[smokin goose]

I'm having trouble understanding the task option. Is there a way for it to send you an email when a task is due?

Like if a current life client is t65 in two years, is there a way to receive an email when the time comes?

It's the second day on my 15 day trial so I'm not married to them if anybody has a different crm suggestion.

 

[senior-advisor-indiana]

I'm having trouble understanding the task option. Is there a way for it to send you an email when a task is due?

Like if a current life client is t65 in two years, is there a way to receive an email when the time comes?

It's the second day on my 15 day trial so I'm not married to them if anybody has a different crm suggestion.

This is how I do it. When I am viewing the lead I add task to the lead. Make sure you are not using the add task button that is in the header, there is another add task right below the header. I set the date. It shows up on my google calendar and it also sends me an email on that date an hour or so before the task is due.

 

[smokin goose]

This is how I do it. When I am viewing the lead I add task to the lead. Make sure you are not using the add task button that is in the header, there is another add task right below the header. I set the date. It shows up on my google calendar and it also sends me an email on that date an hour or so before the task is due.

Ok. I guess I hit the wrong add task button. I'll try it again.

 

[Chazm]

I stopped using radius for that reason. It would never alert me of my task. It would show on there and I linked it to my google calendar. But nothing.

 

[senior-advisor-indiana]

I stopped using radius for that reason. It would never alert me of my task. It would show on there and I linked it to my google calendar. But nothing.

My phone sends me an alert for each task on Google calendar. I synced radius to google.

 

[smokin goose]

Still not working for me. Radius bob sucks.

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Is there a crm that will just send you an email when something is due?

I'm thinking my file cards and white board is a good system. Lol.

 

[Josh]

Is there a crm that will just send you an email when something is due?

There might be a free one in January

 

[Justin Bilyj]

Here's a neat crm system. Has pipeline, automation tasks based on sales cycles, reminders, email newsletters etc. Decently priced too.

XOPAA

 

[goillini52]

Still not working for me. Radius bob sucks.

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Is there a crm that will just send you an email when something is due?

I'm thinking my file cards and white board is a good system. Lol.

Sounds like you're technically challenged like me. I'm perfectly happy with the recipe card system.

 

[Medigap Bill]

I would think they would have training videos to explain it all?

I hope so. I have been considering a switch over to them.

I'm having trouble understanding the task option. Is there a way for it to send you an email when a task is due?

Like if a current life client is t65 in two years, is there a way to receive an email when the time comes?

It's the second day on my 15 day trial so I'm not married to them if anybody has a different crm suggestion.