This editable text field contains the default follow-up text read from the task template matching the Stage field. The templates are located in this folder:
G:\ActionsV7\Mail-Merge\Task Templates
The following task templates are read depending upon selected stage:
|
Stage |
Follow-Up Task Template File |
|
Interested |
Interested Follow-Up.txt |
|
Offer Made |
Offer Made Follow-Up.txt |
|
Offer Accepted |
Offer Accepted Follow-Up.txt |
|
Offer Rejected |
Offer Rejected Follow-Up.txt |
|
Rejected |
Rejected Follow-Up.txt |
|
Withdrawn |
Withdrawn Follow-Up.txt |