Do you want to send the ‘Initial Contact’ form every day to the agent, but then stop sending it once the agent says ‘YES’ – the contact with the client has been made? Now you can.
You were always able to create an AutoPilot item that repeated itself every day, but now the ‘Initial Contact’ form is “smarter”. ReloSpec will watch the responses coming back from the form. If the agent answers ‘NO’ that contact with the client has not yet been made, ReloSpec will continue to send the form each day. If/when the agent answers ‘YES’ that the contact with the client has been made, ReloSpec will mark the AutoPilot ‘Complete’ and stop sending the form.
ReloSpec is looking for AutoPilots sending the ‘Initial Contact’ form, so other AutoPilots you may have will not be affected.
You don’t need to monitor the responses or do anything to stop sending the form to the agent. ReloSpec will watch for the response and stop sending the form when the agent reports contact with the client.
This cool feature works with the ‘Initial Contact’ form and the short version ‘Initial Contact 2’.
The easiest way to make this happen is to add an AutoPilot item to an Action Plan that sends the ‘Initial Contact’ form to the assigned agent. Mark the [Repeat?] field YES and in the [Repeat in how many days?] field leave it at 1. The ReloSpec AutoPilot will send the form each day until the agent responds to the form with a YES. ReloSpec will then automatically stop sending the form.
Just set it and forget it. It’s another way that ReloSpec saves you time.