We know sometimes you get busy. This is why we made it easy for you to set reminders on your leads. Follow the step-by-step instructions below to select a reminder.
1. Click "Set A Reminder" on the left side of your Web Dashboard.
Fig1. Set A Reminder
2. Enter details about your reminder in the text box, set a reminder date and time, and click submit when complete (See Fig2). Depending on your access, you can also set reminders for other people.
Fig2 Select a date and time.
It is as simple as that! You will receive an email and a notification on the day you set your reminder for. You can revisit your reminder details and date in the comments section under the lead, as seen in Fig3. You can also add them to your preferred calendar, like outlook or google, by clicking the red link under the reminder date.
Fig3. Reminder History and Export to calendar
Once you have completed the task, click on the check mark to log the reminder as completed. If for some reason, you need to push back the reminder, you click on the arrow and to cancel the reminder, click on X to cancel.
To view the status of all reminders, click on the calendar and clock icon on the dashboard.
Fig4. View of all reminders set
In addition to updating the reminder to completed (green tick) or to cancel (red cross), you can also push back a single reminder (or as many as you want). Pushing back a reminder will cancel and replace the original one with a new one. To help clean up your overdue reminders list, you can now use our mass selection feature to choose many reminders to update, cancel, or push back to a later date. This is a helpful tool for keeping your reminder backlog clean and organized!
Fig5. Updating status on reminders