How to set reminders for myself/employees

There are many uses for our reminders feature.

Let's say you have a new Opportunity or Job and you want to set a reminder, whether that be about following up on the customer or reminding an employee of a job they are taking. Instead of setting a reminder on your phone or going old-fashioned and writing it on a sticky-note you can simply...

• select "Add Reminder" from the opportunity.
• select the date you want to be reminded
• type a simple description
• assign the reminder to a specific employee, or just to yourself!

Tip: You also have the option of assigning a reminder to multiple employees! Just select the green plus button next to the employee drop down menu under Assigned To.

Another use of our reminders feature is to set automated reminder messages to a customer! Select the link below for a step-by-step tutorial!

Sending automatic reminders to customers