Setting Up Reminders
Never forget to follow up with manual reminders on leads and intakes.
Creating a Reminder
- Open any submission details
- Find Reminders section
- Click Add Reminder
- Set date/time
- Add optional note
- Save
Quick Reminder Options
- Tomorrow — Follow up next day
- In 3 days — Standard follow-up window
- Next week — Longer-term follow-up
- Custom — Any date you choose
What to Include
Good reminder notes specify:
- What action to take
- Any context needed
- Why this timing matters
Examples:
- "Call to discuss proposal"
- "Send contract if no response"
- "Check if they received materials"
Viewing Reminders
Find your reminders:
- Dashboard shows upcoming reminders
- Each submission shows its reminders
- Filter submissions by "Has Reminder"
Completing Reminders
When you've followed up:
- Open the submission
- Find the reminder
- Mark as complete or reschedule
Reminder Best Practices
- Set reminder immediately after interaction
- Use specific action notes
- Don't over-remind (overwhelming)
- Review and clean up old reminders
Tip: Build a habit of setting the next reminder before closing any lead.