Radius Crm

Sep 17, 2015

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  1. smokin goose
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    smokin goose Guru

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    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.
     
  2. senior-advisor-indiana
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    senior-advisor-indiana Guru

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    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.
     
  3. smokin goose
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    smokin goose Guru

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

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    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.
     
    Chazm, Sep 18, 2015
    #4
  5. senior-advisor-indiana
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    senior-advisor-indiana Guru

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

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    Still not working for me. Radius bob sucks.

    ----------

    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.
     
  7. Josh
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    Josh Retired Agent, Current List Broker

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    There might be a free one in January :D
     
    Josh, Sep 18, 2015
    #7
  8. Justin Bilyj
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    Justin Bilyj Guru

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

    XOPAA
     
  9. goillini52
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    goillini52 MAGA...BUILD THAT WALL!!!

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    Sounds like you're technically challenged like me. I'm perfectly happy with the recipe card system. :laugh:
     
  10. Medigap Bill
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    Medigap Bill Super Genius

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

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


     
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