How to set up Reminder Triggers
Use Affinity's Reminder Triggers to help you stay in touch with people, organizations, or opportunities in a list based on their respective statuses and priorities.
- Click List Options on the top-right corner, then click Triggers.
- Click Reminder Triggers and customize the available selections in blue.
- Create as many reminder triggers as you'd like, each having their own unique combination of different statuses, owners, time durations, and contact methods.