Topics
Overview
To enable adoption of features such as updating Opportunities, BeeCastle has introduced email reminders.
The following table shows this detail.
Frequency | Purpose | |
Outdated Pipeline Weekly Summary | Weekly Friday morning | Provides a list of all opportunities which have outdated close dates which need updating. |
Pipeline Risk Weekly Summary | Weekly Monday morning | Provides a summary of opportunities and which ones require action. |
Navigation
Settings > Personal Settings > Communication Preferences
Go to setting on the left-hand navigation
Default Settings
By default, all reminders are enabled.
Unsubscribe
To "unsubscribe" from any automatic email reminders deselect the blue checkbox and this will unsubscribe you.
If you have any questions please feel free to contact help@beecastle.com