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OUTCOMES EMAIL NOTIFICATIONS
OUTCOMES EMAIL NOTIFICATIONS

How to set email notifications for "Outcomes" goals

Greg Hammond avatar
Written by Greg Hammond
Updated over a week ago

When you enter a goal, select a status, and enter a "due date" in the "Outcomes Goals", you can then assign a follow-up email for the agent responsible. An email notification will be sent 5 days prior to the "due date", the day before the due date, and on the day of the "due date".

see screenshot - https://simon.d.pr/rZgF5v

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