These are triggered after 10 days of inactivity on opportunities

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Your brain is not a safe where you store data, there is technology for that. It is impossible not to make mistakes when you have to follow up on multiple opportunities at the same time. You will forget to follow up and you will miss sales.

That's where your CRM comes in. It lets you know when you need to follow up by creating easy tasks and/or reminders so you can focus your energy on what matters most: writing impactful, relationship-building emails.

To create a task in Salesflare, use the top box of the Tasks screen.

create a task in salesflare to follow up

We wouldn’t be Salesflare if we didn’t have norway cell phone number list some automation powers up our sleeves. In addition to tasks, we’ll make sure you keep your eye on the ball with automated inactivity reminders. in your sales pipeline.

salesflare's automatic suggested tasks reminding you to follow up

The standard time frame is 10 days, but you can customize it based on the stages of your sales pipeline. Simply go to Settings > Customize Pipelines, click the pencil to edit, and set a custom number of days for inactivity reminders.

set custom number of days on inactivity task in salesflare

And that's not all...

In Salesflare, you can also send automatic follow-up emails based on triggers like stage changes.

Examples:

A potential client responded to your cold email and booked an appointment with you. As this lead is automatically transferred from your calendar to your sales pipeline in your CRM, an email is automatically sent to confirm the call. Make it even more special by sending relevant content.