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.
Which plans have this: On Essentials and Intelligence.
Steps
- 01
In the customer's panel, click + Add beside REMINDERS.
- 02
Choose the type: Follow-up, Todo or Meeting.
- 03
Pick a When chip, such as Tomorrow 10am (the chips depend on the type), or choose Custom….
- 04
Give it a title and click Save reminder.
- 05
When it is due, the bell lists it under Overdue or Today.
Click ✓ Done there.
Other ways to do this
- Get reminders on your phone (Android app)
- Work your reminders on the dashboard (Dashboard)
- Use Syncdo on your iPhone (iPhone web app)
Questions, answered
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. Reminders are on Essentials and Intelligence, not Free.
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.