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Follow-ups · Guide · 1 min read · WhatsApp Web

Set a reminder

You set a follow-up so the right lead comes back to you on time. Use it at the end of a conversation, when you know when to get back in touch.

Available on paid plans.

Syncdo inside WhatsApp Web: a site-visit reminder on a lead
Video coming soon

Steps

  1. 1

    In the customer's panel, click + Add beside REMINDERS.

  2. 2

    Choose the type: Follow-up, Todo or Meeting.

  3. 3

    Pick a When chip, such as Tomorrow 10am (the chips depend on the type), or choose Custom….

  4. 4

    Give it a title and click Save reminder.

  5. 5

    When it is due, the bell lists it under Overdue or Today.

    Click ✓ Done there.

Progress is saved in this browser only.

Questions

How do I set a reminder?

In the customer's panel, click + Add beside REMINDERS, choose the type (Follow-up, Todo or Meeting) and pick a When chip such as Tomorrow 10am (the chips depend on the type), or Custom…. Give it a title and click Save reminder. When it is due, the bell lists it under Overdue or Today; click Done there.

Can I pick a reminder time that is not in the quick choices?

Yes. Choose Custom… for any date and time.

Will I get reminders on my phone?

Install the dashboard on your phone's home screen. The first time you save a reminder, tap Turn on notifications when Syncdo offers it, and allow them; you get a notification 15 minutes before each of your own reminders. The Syncdo Android app also rings your reminders.

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