eApps eQuotes

How to add expected close date to quotes

You can now add your expected close date and how many days before that date you want to be reminded of it.

Once this is set, the system will send an email reminder at 8 am to the user. The system time zone is configured for UTC, and you can customize it inside the “Settings” module in “Config”. If you don’t know your time zone, just click in “Find my time zone”

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Leave a Reply

Your email address will not be published. Required fields are marked *