Settings and activity
9 results found
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1 vote
Rianne Gould supported this idea ·
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56 votes
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25 votes
Rianne Gould supported this idea ·
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185 votes
Rianne Gould supported this idea ·
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9 votes
Rianne Gould supported this idea ·
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26 votes
Rianne Gould supported this idea ·
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19 votes
Rianne Gould supported this idea ·
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15 votes
Rianne Gould shared this idea ·
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127 votes
Rianne Gould supported this idea ·
Yes!! The current Birthday template from KW only allows a text automation but many of our agents would love for an automatic email to be sent out on a client's birthday.
An custom email smartplan with a birthdate trigger would be SO HELPFUL!! :)