Automate Reminders

Lala Ghahreman
Lala Ghahreman Member Posts: 14
First Comment Photogenic First Anniversary
edited July 2022 in Workflow Automation #1

Is there a way to automate a reminder, specifically to follow-up on an email? 

Is there something I can click that will give me a pop-up reminder to follow-up with a prospect?



  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited March 2021 #2

    You can potentially create a task and assign it to yourself in a specific time period