Inbox
Follow-Up Reminders
Inbox
Follow-Up Reminders
Stay organized and on top of your leads by efficiently managing follow-up reminders right from your conversations.
If you receive a new message before the follow-up date, your follow-up reminder will be cleared automatically.
Creating Follow-Up Reminders
To create a follow-up reminder, navigate to the conversation with the lead (either through the Inbox, or by clicking on a lead in your CRM or Lists).
In the top bar, simply click the blue reminder button. From there, select your preferred reminder timeframe from the available options, then hit “Save”.
Updating Follow-Up Reminders
To update an existing follow-up reminder, navigate to the conversation with the lead (either through the Inbox, or by clicking on a lead in your CRM or Lists).
In the top bar, simply click the blue reminder button. From there, pick a new date and hit “Save”, or cancel the reminder.