Reminders
Use reminders and follow-ups to stay on top of lead work.
Reminders are created inside the lead and help you keep track of follow-ups and next steps.
Each reminder has:
- A type:
call,email,meeting,task,note, orother - A title
- An optional description
- An optional due date
If a due date is set, SeeRM sends a notification to everyone assigned to the lead.
You can also choose whether the lead owner should be included in the notification or not.
Reminders are useful for:
- Follow-up calls
- Planned meetings
- Email reminders
- Internal notes
- Next steps in the sales process