How Do I Send My AutoPilots?

**Note:  If you learn better VISUALLY be sure to check out our Video Tutorial!!!

Once ToDo items have been created, each user should be opening the AutoPilot page each day.  The AutoPilot page is a list of ToDo items for all Referrals where the Activity = “AutoPilot”, and the Date field is less than or equal to today’s date, and the Complete field = FALSE. ReloSpec DOES NOT send your AutoPilot items automatically.  Rather you must open the AutoPilot page, use the SEARCH button if needed to filter the list then send the items.

 

Do the following:

  1. From the Referrals List, click the “AutoPilot” link on the left-hand side of the page.  You are now looking at a list of all AutoPilot items that are due to go out that as of today or before.  

  2. If there are AutoPilot items that belong to another user and you do not wish to send them, click the SEARCH button, scroll down to “Who”, select your name, then click “Apply Filter”.  You are now viewing only your AutoPilot items.  

  3. Click the button at the bottom of the page that says ‘Click Here to Send Emails’.

  4. Close the page to return to the Referrals List.

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