How to set reminders for calls?

How to set reminders for calls?

To set reminders for calls

  1. Go to the Calls tab.

  2. Click on the call you want to set reminders for.

  3. Click Edit on the Calls Details page.

  4. In the Edit Call pop-up, choose how long before the meeting starts you want to be alerted in the Reminder dropdown.




    • Related Articles

    • Zia Reminders

      Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
    • How do I set reminders for tasks?

      To set reminders for tasks Go to the Tasks module. Click on the task you want to set reminders for. Click Edit on the Task Details page. Toggle the Reminder button and: Specify the date and time you want to be reminded. Specify the repeat pattern ...
    • How do I set reminders for meetings?

      To set reminders for meetings Go to the Meetings tab. Click on the meeting you want to set reminders for. Click Edit on the Meetings Details page. In the Meeting Information pop-up, choose how long before the meeting starts you want to be alerted in ...
    • Workflow for Calls

      Workflow rules for calls allow you to perform certain actions automatically whenever a call is received, made, missed or scheduled. It significantly reduces manual effort of updating or adding details about the individual call. For example, you can ...
    • How do I send automated birthday wishes or reminders?

      You can send automated birthday wishes or reminders by setting up a workflow rule to create scheduled actions. Read more on creating a workflow here. Set the workflow rule to execute during a certain date (contact's birthday). Set the workflow to ...