The Schedule (in the main menu) shows a list of upcoming reminders and calls. Note that contacts are listed by days until the scheduled action date, not by the date.
Tabs
Auto send - Email and SMS reminders that are scheduled to go out automatically
Manual send - Email and SMS reminders that need to be sent manually (This tab is useful if you want to send out reminders on a specific date regardless of due date)
Calls - Contacts whose next scheduled action is a phone call
Paused - Contacts who have had their reminders and calls paused
Manual Send
Use the "Manual send" tab to see contacts assigned to a workflow steps which must be sent manually, for example:
Reminders which must go out on a particular day of the month. E.g sending a reminder on the 20th of the month to match your customers' payment runs; regardless of your payment terms.
Pre-debt collection or on hold workflow. E.g a strongly worded workflow which needs to be approved by various stakeholders before sending.
Reminders triggered by work completion. E.g An invoice is created when a project is ordered, but reminders only start when a project is partly completed.
How to send a manual reminder:
Click the "Manual send" tab, then
Select the relevant contacts, then
Press "Send now".
