You can create reminders through a contact profile as well as on a list via the Reminders column. They’re great in helping you remember to get back to a contact. Additionally, they're also great in setting up a recurring alert to make sure you have a touch point within a specified time period.
The video below shows you how to create a reminder.
Here are the step by step instructions to help you create a reminder:
- Click +Create new and choose Reminder from the dropdown list
- Choose a team member to assign as the owner of the reminder (it can be yourself as well). This will be the person receiving the reminder notification.
- Then choose who the reminder is for. This is the contact that the reminder is in regards to.
- Select the static date that the reminder should be completed by, or set a recurring reminder. Set a recurring reminder by selecting what type of touchpoint you want to track (email vs. calendar invites) and select the cadence at which you want to be alerted