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Category: Reminders

/Flash Lead Sales / Getting Started / Reminders /

What is the goal of the Reminders page?

Reminders is a page that includes all reminders for the sales team in terms of follow ups and scheduled meetings.

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What are the available filters in Reminders?

You can filter your reminders per person in charge, or by reminder type (follow up or meeting), or by time ranging from today’s reminders, this week’s, this month’s or any preferred date range.

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Where do completed reminders go? How can I retrieve completed reminders?

Completed Reminders (done follow ups and scheduled meetings) are moved to the END of the Reminders page. To find them, go to the last page of reminders, they are all crossed!

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