Send automatic client updates

Each contact gets the new recorded sales in the buildings they watch, from you.

Steps

  1. In Email, open Contacts and set Buildings they watch for each contact.
  2. Click New email and choose Automatic client updates.
  3. Choose How often (Daily, Weekly, Every 2 weeks, or Monthly) and Who gets them.
  4. Click Turn on.

Good to know

  • Nothing is sent when nothing new has recorded, and no sale is sent to the same contact twice.
  • Included in CURVE Social and Data + Social.