templates | Voters | DriveCentric

templates

Mariam Khan

I would like to have some templates added for email follow ups with clients, appointment reminder, ipacket share, trade in appraisal follow up email, etc. Having to type each and every email for clients to follow up is taking too much time every day.

Shelby Parker

Thanks for sharing this, Mariam Khan — totally hear you on how much time it takes to retype follow-up emails every day. This is really helpful context, and I’m looping it into our review so the team can look at adding templates for things like appointment reminders, iPacket shares, trade-in appraisal follow-ups, and more. If we need any additional details from you, I’ll follow up.