How to schedule e-mails to my contacts?

To schedule an email to a contact:

a ) Go to the contact you want to schedule an email to and click their email address.

b ) You will be shown the send email screen. Compose your message or choose from the templates available to you. If you wish to add a document, click on the attachment button with a paperclip icon, located at the bottom of the screen.

d) Click on the schedule button, located in the lower right corner with a calendar icon.

e) Define the date and time of sending. And finally, click OK to finish your schedule.

f ) Once ready, click on Save, and your email will be scheduled to be sent at the time you designated.

Note: Once the email is scheduled, it will be registered in Pending, where you will be able to edit it before sending and even send it immediately.

And it will also be registered in Follow-ups.

Note: Remember that Upnify can send 80 emails per executive per day. If you need more, check with your service provider, and make the request to increase the number of outgoing emails, through a support ticket.