Set up an automated email reminder - to trades who are unconfirmed
When trades are "unconfirmed" and you need to know who is pricing - have an automated email that is set to be sent to all "unconfirmed" (x) days before closing and continue to send each day or every other day till they respond.
Nate
shared this idea
In a project, you will notice a new tab called “Alerts”. You can now set an automated alert to resend your Bid Invitation to those that haven’t responded. It will keep sending until they respond, starting “x” days before bid date, sending every “x” days up until “x” days before bid date. You can also add a couple words before the Emailed Subject line to get their attention, as well as after the Invitation title. By default, it will say “PLEASE RESPOND”, but you can edit those words. You have the option to send based on the sub’s default sending setting, or you can not send to anyone that is set to send via fax.
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Morgan Tribbey
commented
Awesome idea, this would cut down on hours of calling the day before a bid!