How do I set a call reminder for a scheduled call?
You can set a call reminder while scheduling a call to notify you 5 mins, 10 mins, 15 mins, 30 mins, or 1 hour before a scheduled call.
- Go to the Calls module.
- Select Schedule a call.
- Enter the necessary details.
- Select the reminder time from the Reminder dropdown.
- Click Schedule.
You can also edit a scheduled call to set the reminder.
- Go to the Calls module
- Click the edit icon for the desired call.
- Select the time from the Reminder dropdown.
- Click Schedule.
Related Articles
How do I delete a scheduled call?
You can delete a scheduled call from the Calls details page from the Calls module. To delete a scheduled call Go to the Calls module. Click the All Calls dropdown. Choose Scheduled Calls. Click on the call you want to cancel. Click the ellipsis icon ...
How do I reschedule a call?
Go to the Calendar. Click on the desired call and click Reschedule. Set the date and time you want to reschedule it to. Click Done.
How to set reminders for calls?
To set reminders for calls Go to the Calls tab. Click on the call you want to set reminders for. Click Edit on the Calls Details page. In the Edit Call pop-up, choose how long before the meeting starts you want to be alerted in the Reminder dropdown.
How do I schedule mass emails to be sent at a particular date and time?
Scheduled mass email is available in the Professional, Enterprise, and Ultimate editions. Administrators or users with permission to send mass email can schedule mass emails. You can schedule up to 10 mass emails per module at a time. The available ...
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