Create reminders for lead follow-up, review their status, complete or snooze them, delete reminders that are no longer needed, and manage reminders from the global Reminders page.
Create a reminder for a lead #
- Open the lead in the Lead Detail Drawer.
- Select Add Reminder or open the Reminders tab.
- Enter the reminder title or description.
- Choose the due date and time.
- Review any available assignment, priority, or lead details.
- Save the reminder.
The new reminder remains associated with the lead and appears in the lead’s reminder list.
Understand reminder statuses #
Use the reminder status to distinguish work that is still pending from work that is overdue or finished. The exact labels and visual treatment may vary by view. Review the due date together with the status when deciding what needs attention.
Complete a reminder #
Open the reminder and select Complete when the follow-up work is finished. Confirm that its status changes to completed.
Snooze a reminder #
Select Snooze when the work is not finished but should be revisited later. Choose the new date or time and save the change. The reminder remains open with its new due date.
Delete a reminder #
Open the reminder’s action menu, choose Delete, review the confirmation, and confirm only if the reminder is no longer needed. Deletion may not be reversible.
Use the global Reminders page #
Open Reminders from the main navigation to review reminders across leads. Use the available filters or status controls to find pending, overdue, completed, or other reminder groups. Open a reminder to review it, complete it, snooze it, or open its associated lead.
Browser reminder notifications #
If browser notifications are supported, enable them in the notification settings and allow notifications when the browser asks. Keep the browser permission enabled if you want reminder alerts to appear. Notification delivery depends on browser settings, operating-system permissions, and whether the reminder is eligible for an alert.
Troubleshooting #
- If a reminder is missing, check its status, date range, and filters.
- If a reminder is attached to the wrong lead, open it and correct it before completing the task.
- If notifications do not appear, check both PloverCRM notification settings and the browser’s notification permission.
- Do not repeatedly create the same reminder while a save operation is processing.
