Handling follow-up emails from within the customer profile

By clicking a customer’s name on the dashboard or from a search, you enter their Customer Profile. Once inside the Customer Profile, if you scroll down, you will see an accordion labelled “Follow Up Status.” Click on it to open it, and you’ll see the archive of emails that have been sent to the customer, […]

Manually sending a client proposal link

Watch this video to learn how ResponsiBid handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.