Send Email To-Dos Automatically
You can use this feature to set up your Email To-Dos to go out automatically on the day they are due.
Before you jump in, make sure to do these 3 things:
1. Make sure that your Mail Merge Profile is setup and successfully tested.
2. Make sure that you have Email Templates assigned to the Email To-Dos.
3. The contact will need to be opted-in for email.
1. From your To-Do List, choose the Send Emails Tab. Click the AutoSend box and then choose when you want the emails to send.
2. Click back to the View All tab in To-Dos.
We have you do this step so that the next time you click to your To-Do List you are viewing all of your To-Dos not just your Email To-Dos.