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
- Click Triggers
- Click Reminder Triggers
From here, you can customize your reminder triggers by clicking on the blue text. You can specify who to remind, the status of a contact, the owner of the contact, and how many days you want to pass until being reminded, based on which contact method (i.e. the Last Email, Last Meeting, or Last Contact fields) you choose.
You can make as many reminder triggers as you'd like, each having their own combinations of different statuses, owners, time durations, and contact methods.
Note: Aside from the default "Status" field, you will have the additional option to use the default "Priority" field (only available in the default "Deals" list we provide you with).