SharpSpring enables you to create reminders that help you keep up with leads assigned to you and your team. You can choose to send a reminder to schedule a meeting, make a phone call, send an email or just a general reminder for an upcoming task. Users can also be sent a reminder via a calendar invite, so they can have the task show up on their own schedule. This article will detail how to create and manage reminders in SharpSpring.
The following user roles can create and manage reminders:
- Marketing Managers
- Sales Managers
- Jr. Salespersons
To create a reminder, do the following:
To view your reminders and complete tasks, do the following: