You can create Scheduled/Reminder Emails in your members’ Timeline to help you follow-up with your members. Scheduled emails can be sent directly to the member, sent to you, or sent to any specified email address (multiple email addresses can be specified by separating each email with a comma).
One great way to use this is after a phone call or email with a member, you can set a reminder to email you on a certain date/time to follow-up or take action.
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