The following workflow uses multiple features to setup. Such as;

• Status's - Status Help Guide
• Emails - Email Help Guide

TABLE OF CONTENTS

• Example Workflow - Follow-up Estimate Emails
  • Day 1
  • Day 3
  • Day 6
  • Step 1 - Create Status's
  • Step 2 - Setup Your Emails
  • Step 3 - Send the Email

Example Workflow - Follow-up Estimate Emails

TIP - Do not set any email templates as default, this will force the user to choose what template to use when sending an email

The following workflow can be used when you are sending multiple emails to your customers, following up on estimates being sent. The workflow is:

Day 1

Send Initial Email

• Well Worded Initial Estimate Email
• Set Status to be " 1st Email Sent"

Day 3

Send Follow-up Email

• Different Estimate Email Format
• Set Status to be "2nd Email Sent"

Day 6

Send Final Follow-up Email

• Different Estimate Email Format
• Set Status to be "Final Email Sent"

Step 1 - Create Status's

Navigate to Settings > Process Flow > Status

Create all 3 statuses 

Ensure they are set to Estimate Only

Step 2 - Setup Your Emails

Navigate to Settings > System Emails > Customize Text > Customers & Suppliers

Add in 3 new email templates

Set Type to be Estimate

Set Status on Send to be your prefered Status 

TIP - Do not set any as default, this will force the user to choose what template to use when sending an email

Step 3 - Send the Email

Choose the New Template when sending the email - Your new status will be set once the email is sent.