I am making a CRM for my business as a Realtor. I currently have the database connected to the site and I can add, remove, and update the contacts. Each contact will be assigned a "type." Like one type of contact may be a FSBO or one may be a buyer.
What I want to do is have a page that tells me if I need to do something like send an email or text to one of them that day. I have a predetermined campaign for each type. The FSBO type needs to be sent certain text messages on certain days depending on when they were added to the database.
So my question is how do I setup reminders to be displayed on the page showing me who needs what sent to them? Just a little confused about how to set up adding the campaign to each contact and then how to query the database to get the reminders due.