Automate Reminders

Lala Ghahreman
Lala Ghahreman Member Posts: 14
First Comment Photogenic First Anniversary
edited April 24 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: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited March 2021 #2

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

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