cue User Manual

cue Basics

Business Admin Setup

The Left Panel

The Header Panel

  • Global Search
  • Global Add

Event Management

  • Event Listing
  • Adding An Event
  • Editing An Event
  • Info Extension Panel
  • Event HUD
  • Event Progress Meter (Essentials)
  • Event Progress Meter (Premium)
  • Event Timeline
  • Event Notes
  • Event Tasks
  • Event Documents
  • Event Mileage
  • Event Expenses
  • Event Payments
  • Event Proposals
  • Event Contracts
  • Event Phone Call Logging
  • Event Appointments
  • Event Clients
  • Event Venus
  • Event Vendors
  • Event Employees


Automation Templates

Nov 12, 2021

Automation Templates is a cue Premium-only feature. Automation Templates stores all the available templates that can be applied to each stage. Each section represents all the stages available and inside each section there is a defined email for the initial, loop, and final email dispatched (if available).

You can choose to keep the default emails used, edit the default emails, or start new emails from scratch. In addition you can apply system variables to the emails to customize the email dispatched.