Reminders are a great tool for staying on top of tasks and upcoming follow-ups.
Step 1:
Go to the 'Track' tab and search for the lead you want to set a reminder for. Then, click on the lead.
Step 2:
Press the 'Reminder' tab.
Step 3:
Select a date and time you would like to be notified, and add a brief description.
- Managers and Sales Reps can also set reminders for their colleagues by using the "Assigned To" dropdown.
After adding a Reminder, you'll receive an email and a push notification from Wingmate at the date and time you specified.