Setting follow-up reminders

Follow-up reminders ensure you never forget to reconnect with a lead or respond to a pending inquiry. They are one of the simplest but most impactful CRM features.

Creating a Reminder

1. Open a contact card.
2. Click + Reminder in the activity timeline or the top action bar.
3. Set the date and time for the reminder.
4. Add a note describing what you need to do (e.g., "Follow up on sample request").
5. Click Save.

How Reminders Work

When the reminder is due, you receive:

• A notification badge in the CRM tab.
• An in-app popup notification.
• An email notification (if enabled in your notification settings).

Managing Reminders

Go to CRM → Reminders to see all upcoming and past reminders across all contacts. From here you can:

• Mark a reminder as Done.
• Snooze it to a later date.
• Delete it if no longer relevant.

Best Practices

• Set a reminder immediately after every first contact — even a simple "Check in after 3 days" keeps momentum.
• Assign reminders to the team member who owns the contact for clear accountability.