Scheduling Replies

When communicating with leads in Pitchbox, you can send your replies immediately or schedule them for any time in the future.


How to Schedule a Reply

  1. After typing your message, click the clock icon next to the Send button.
  2. Select the day and time you want your email to be sent.
  3. Click Send.

You can also choose to automatically cancel your scheduled email if the opportunity replies before it's sent.


How to View Your Scheduled Replies

  1. Go to the All Emails tab on the left-hand side of your screen.
  2. Click Filters at the top of the page.
  3. Adjust the date range.
  4. Change the email type filter from Inbound to Scheduled Replies.

This will show all your upcoming scheduled messages that match your selected filters.

Please note: The date range filters by the date the email was scheduled, not the date it's set to be sent.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.