Reminders
Set one on any lead.
Pick a day, add a note, and it shows up when it is due.
Follow-ups
Never forget to call back.
Reminders before a lead goes cold.
Most sales are lost to silence. A reminder fixes that.
Highlights
Ownership
Yours, and the manager’s.
Salespeople manage their own reminders. Managers can see and clear anyone’s.
Flags
Due soon, and missed.
The dashboard flags reminders due within 3 days, and ones missed for more than 7.
Done
Clear it and move on.
Mark a reminder done once you have followed up.
How it works.
1
Set a reminder.
On any lead, with a due date.
2
See what is due.
Due and missed flags appear on the dashboard.
3
Follow up, then clear it.
Managers can step in on anyone’s.
3
days: reminders due soon are flagged
7
days: missed ones are flagged
1
place for every follow-up
Frequently asked questions.
Who sees my reminders?
You do, and so do owners and managers.
Can a manager clear a reminder?
Yes. Managers can see and clear anyone’s.
What are the flags on the dashboard?
Reminders due within 3 days are flagged, and so are missed ones from the last 7 days.
Do reminders message the customer?
No. They remind your team. Customers are only contacted when a person sends a message.
Does this replace my calendar?
No. It keeps follow-ups next to the lead they belong to.
Follow up every time.
Tell us about your team and we’ll set it up around you.