“Lead Follow up Scheduler”, module can be use in Perfex CRM allows Admin/Staff to schedule automatic follow up SMS send to Leads at particular Interval of Lead creation.
“ Lead Follow up Scheduler ” is using, by default enabled SMS gateways, provided by Perfex CRM. You can check for available SMS gateways from SETUP -> Settings -> SMS.
Admin/Staff can set a schedule for one time only, to send automatic follow up SMS for every upcoming Leads. Eg. Send SMS after 1 week of creation of Leads, if Lead status is still in pending.
Admin or staff can send scheduled multiple SMS at a time to Leads.
Admin/staff can send reminder to staff who is assigned Leads.
