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Reminders for Follow-Ups

Reminders for Follow-Ups

Owned by Rebecca Kornblum
Last updated: Jun 29, 2024
2 min read

Description

The Reminder(s) popup window displays a list of all reminders (past and current) for scheduled follow-ups. The reminders are kept until they are either dismissed or the original follow-up is deleted.

How to View Reminders

The Reminder(s) popup window opens automatically when a follow-up is coming due. The current reminder is highlighted in blue and displays the time remaining for the upcoming follow-up appointment.

If you are logged out of your account and miss a reminder for any follow-up, the reminder is displayed immediately when you log back in. The reminder displays the time overdue for the follow-up.

You can view reminders at any time by clicking Reminders at the bottom of the Calendar (in any view) in inFlow. This action opens the Reminder(s) popup window allowing you to check all scheduled follow-ups.

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Actions

You can choose from several actions to take with a reminder.

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  • Time: The time dropdown allows you to set the duration of time for snoozing the reminder. It can be set in 5-minute increments between 5 and 60 minutes.

  • Snooze: Clicking Snooze allows you to snooze the reminder for a duration between 5 and 60 minutes.

  • Complete: Clicking Complete finishes the follow-up. The completed status of the follow-up will show in the Lead History.

  • Dismiss: Clicking Dismiss allows you to remove the selected follow-up from the list (highlighted in green). The follow-up will be removed from the popup.

  • Dismiss All: Clicking Dismiss All allows you to dismiss all follow-ups present and clear the entire popup. Dismissing any follow-up ensures that the reminder for that follow-up is never displayed again.

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