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Daily CRM work

Create, assign, snooze, and complete reminders

Make the next action visible and owned instead of leaving it in notes.

Set up reminder types

Platform: Web. Actions depend on your role and permitted records.

Settings → Reminder Types lets you maintain named categories, display order, and active state. Useful examples include Callback, Quote Follow-up, and Production Check. Keep the list small enough that staff use it consistently.

Create a clear next action

Platform: Web. Actions depend on your role and permitted records.

A reminder belongs to a lead and includes a type, assignee, note, and due date/time. Use a specific note such as “Confirm installation access with customer” instead of “Follow up.”

  1. Step 1: Open the lead’s reminders area and create a reminder.
  2. Step 2: Choose the type and employee who will handle it.
  3. Step 3: Set a realistic due date/time and describe the action.
  4. Step 4: Save and confirm it appears in the Reminders screen.
  5. Step 5: When finished, complete it; if unnecessary, dismiss it with appropriate context.

Snoozing and overdue work

Platform: Web. Actions depend on your role and permitted records.

A snoozed reminder remains unfinished and has a snoozed-until time. Use snooze only when the action is deliberately deferred. Review pending and overdue reminders daily and confirm reassignments when staff are absent.

A reminder record is not a guarantee of an email, text, or push notification. Those channels require separate configured services and scheduled processing.

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