How to set up task reminders?

Stay on top of every lead and deadline without ever leaving the CRM. You can now set personalized alerts for individual tasks, ensuring you never miss a follow-up.

Before setting reminders on specific tasks, decide how you want to be notified (Email, SMS, or both):

1. Login to your CRM
2. Open User profile settings and open Lead alerts tab
3. Set "Alert when task is due" alert to Yes
4. Choose your preferred delivery method under "Notify Agent via": Email, SMS, Email and SMS
5. Click on Save to apply the settings

When enabled, can add a reminder while creating a new task or by editing an existing one within a Lead Profile or the Task Overview.

1. Login to your CRM
2. Open the lead profile
3. Click on the task section to create a new task, or to edit an existing one
4. Reminder setting is available as a dropdown. By default, this is set to "No reminder."
5. You can choose between setting a reminder 15 minutes before, 30 minutes before, 1 hour before, 1 day before, or 1 week before the task is due.
6. Click Save. Your reminder is now active!

Note:

• If there is an exact task match for more than 10 leads, users will receive one consolidated email reminder for all tasks, but individual SMS reminders for each task.
• If you change a task's status to "Completed" or move the due date to the past, the system will automatically reset the reminder to "No reminder."

If you have any questions or need assistance with this feature, please contact our support team.