Reminders
Overview #
The Reminder System allows users to schedule follow-up tasks for leads and contacts. Reminders ensure that no important sales opportunities or customer interactions are forgotten.
Users can create reminders for calls, meetings, follow-ups, or any CRM-related task.
{screenshot of reminder creation interface}
Creating a Reminder #
To create a reminder:
- Open a Contact Profile
- Tap Add Reminder
- Select a date and time
- Enter reminder details
- Save the reminder
Reminder Notifications #
When the reminder time arrives, users may receive:
🔔 Push notifications
📅 Dashboard alerts
📥 Activity timeline updates
Best Practices #
- Schedule reminders after important conversations
- Use reminders for sales follow-ups
- Review reminders daily
These practices help ensure better lead management and improved sales performance.
Related Articles #
- Notification Settings
- Activity Timeline
- Quick Actions
