HelpLeadHunter USA CRM

Follow-ups and reminders

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LeadHunter USA reminds you when a quote isn’t answered or an invoice isn’t paid, with the text ready. You decide if it goes.

Scout says: I’ll remember. You decide what gets sent.

How follow-ups work

When a quote isn’t answered, or an invoice isn’t paid, LeadHunter USA reminds you with the text ready. Nothing is sent unless you send it, from your phone.

Due follow-ups show up in Needs you.

They stop by themselves when the quote is approved, declined or expires, or when a payment comes in.

Change the days and the wording

Open Quote & invoice settings and find Follow-ups. Set Quote follow-up, Invoice reminder, the days and the time.

Changed the wording and want ours back? Press Use the default wording.

Sending follow-ups automatically is coming soon.

A reminder of your own

On a customer, choose Remind me… and pick a day. It comes back that day at your follow-up time.

Still stuck?

Email us at support@leadhunterusa.com.

Email support