Tap "Save" to store the segment for future use.
Managing Activities & Follow-Up Reminders
Stay on top of important interactions with activity tracking and reminders.
Log Notes: Record key details from meetings or conversations for future reference.
Set Follow-Ups: Schedule reminders for important follow-ups, birthdays, or renewal dates.
Get Notifications: Receive timely alerts to ensure you never miss an opportunity.
How to Set Follow-Up Reminders:
Open a contact or lead profile.
Click "Add Reminder" and enter details.
Select a date & time.
Click "Save"—you’ll receive a reminder when it's due.
Alternatively you can visit Home > Reminders page and create a reminder too.
Logging Notes for a Contact:
Open the contact or lead profile.
Click "Add Note" and enter key details from your interaction.
Save the note—it will be stored in the contact history.
Alternatively you can visit the Home > Notes page to create a quick note.
Managing Special Reminders:
Open the Contact Details Page: Navigate to the contact you want to track.
Add Important Dates: Enter the birthday, anniversary, or any custom date under the "Important Dates" section.
Save Contact Information: Once saved, the system will automatically generate reminders.
Go to the "Event Reminders" from the Home page.
View all upcoming birthdays, anniversaries, and other special dates.