How Do I Schedule My Replies in Pitchbox?

When you negotiate with your leads in Pitchbox, you can choose to send your communication immediately or to schedule your reply for any time in the future.

After typing out your message, click on the clock icon next to the 'Send' button to schedule your email. 

Schedule reply.png

 

Select the day and time you want your email to be sent, and click 'Send'. 

 

Schedule reply - pop up.png

 

You can also choose to automatically cancel your scheduled email if there is an inbound reply from the opportunity.

 

Auto cancel if.png

 

To access your Scheduled Emails, go to your All Emails folder, and select 'Scheduled Replies' in the drop-down.

Was this article helpful?
0 out of 0 found this helpful