Automation & Scheduling
Task Reminders
Set follow-up reminders and never let a lead go cold.
Task reminders ensure that leads you have already invested time in do not go cold because you forgot to follow up.
Creating a reminder
When logging any interaction, tick "Set a follow-up reminder" and choose a date. The task appears in your Dashboard to-do list and you will receive an email reminder on the morning of that date.
Viewing upcoming tasks
Your Dashboard shows all upcoming tasks sorted by due date. Tasks overdue by more than 2 days are highlighted in red.
Completing a task
Click the tick icon next to a task to mark it complete. This does not remove it from the contact history — the reminder record stays for audit purposes.