Reminders

Set reminders for yourself or team members to follow up on important actions.

15.1 Viewing Reminders

1. Go to Sidebar > CRM > Reminders
2. View pending reminders sorted by due date

15.2 Creating a Reminder

1. Click New Reminder
2. Enter the reminder text
3. Set the due date and time
4. Link to a customer or deal (optional)
5. Click Save

15.3 Managing Reminders

• Dismiss — Mark as handled
• Delete — Remove the reminder