Weekly summary of the sales activities and results

When Lead is assigned to me

When Leads Import is completed

When Customer is assigned to me

When Customers Import is completed

When Customer Uploads a file in Client Portal

When Document is accepted by Client

When Document is declined by Client

When Document is viewed by Client

When Document Email is viewed by Client

When Scheduled Email is Sent to Client

When Invoice is viewed by Client

When Invoice Email is viewed by Client

When Recurring Invoice is sent to Client

When Overdue Notice is sent to Client

When payment is received for an Invoice

When Scheduled Email is Sent to Client

Reminder will be sent before 15 mins of calendar activity

When an activity is assigned to me

When an activity that you are an owner of is updated by a team member

When my assigned activity's status is updated by a team member

When Scheduled Email is Sent to Recipients

When Email is Opened by a Recipient