Reach out after a yes, and opened and accepted alerts
Last updated
Workbencher tells you when your client first opens a proposal and when they accept it. After a yes, it reminds you to reach out until you say you have.
Opened and accepted alerts
- Opened. The first time your client opens the link, you get an in-app notice and an email. Your own previews never count.
- Accepted. When your client accepts and signs, you get an in-app notice and an email with the total, who signed, and your client's phone and email when the proposal has them.
Emails go to your business email in Account, or to the email you sign in with if you have not added one.
Reach out after a yes
An accepted proposal asks you to reach out to your client to confirm the details and collect the deposit, if applicable. It stays in Needs attention on your proposals until you are done.
Call, text or email from your own phone, then choose I've reached out. That stops the reminders.
Reminders
If you have not chosen I've reached out, reminder emails follow 2 hours, 1 day, 2 days and 3 days after your client accepts. Each one comes once, and they stop as soon as you choose I've reached out.