Set reminders to do follow up with some customers

  • Created :Thu,03,2018
  • Last Updated:Tue,11,2022

If you want to set reminders for yourself for that that you can create Tasks. In order to create task Go to CRM -> Tasks . Click on Add Task . Enter required details, select due date and click on Save. 

System will send you activity reminder email on the task due date.

You can also create task against specific account by clicking on View button on Account card.