Classic - Reminders for Follow-Ups
- Rebecca Kornblum
Analytics
Overview
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.
Action | Description |
|---|---|
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. |
How to View Reminders
Follow-Up is Due
The Reminder(s) popup window opens automatically when a follow-up is coming due. The current reminder is highlighted in green 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.
Checking Scheduled Follow-Ups
You can view reminders by clicking Reminders at the bottom of the Calendar section of the Pipeline Panel in inFlow. This action opens the Reminder(s) popup window allowing you to check all scheduled follow-ups.
Hovering over a reminder causes any notes associated with the reminder to be displayed.