Reminders
Similar to interactions, you can also add reminders to your contacts in the CRM. This is the easiest way to stay on top of your relationships and ensure nothing slips through the gaps.
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Similar to interactions, you can also add reminders to your contacts in the CRM. This is the easiest way to stay on top of your relationships and ensure nothing slips through the gaps.
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To add a new reminder to a contact, follow these steps:
Click the blue plus button to the right of a contact info card. This will open up a list of attributes that can be added to the contact info card.
The first item in the list will be Reminder - click on this option. This will cause a new reminder card to appear.
At the top of the reminder card, select the reminder type you want to add.
Set the due date of the reminder, and optionally add any notes.
Click the button to create the reminder, and your reminder will be added to the timeline.
In case of confusion, the animation below also walks through this process.
To edit an existing reminder, simply click on the field in the reminder that you want to change. You can change any of the fields associated with the reminder - the reminder type, the due date, and any notes you have associated with the reminder.
Once you make any changes, a Save and Discard button will appear. Click the Save button to save changes if you are satisfied with them, or click the Discard button to get rid of them.
To mark a reminder as completed, simply click the Mark As Completed button. This will mark the reminder as completed and remove it from the timeline view.
It is very easy to delete reminders from the CRM. Simply click on the x button in the top right corner of the reminder card, and the reminder will be deleted.
