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Mutual Action Plan Reminders
Mutual Action Plan Reminders
Sam Cockburn avatar
Written by Sam Cockburn
Updated over 5 months ago

From the manage a mutual action plan page located here, https://trumpet.app/maps you can now send reminders to customers.

Each Mutual Action Plan in the table will have an email icon you can click to send reminders for that specific Mutual Action Plan.

This opens a new screen where you can see all the assignees and how many steps they are assigned to, including the number of steps that are completed, upcoming and overdue.

Select the persons you want to send the reminders to, and click Send Reminders, we'll send a reminder to each person you've selected.

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