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. In this article, you will learn how to create and manage reminders in SharpSpring.
The following user roles can create and manage reminders.
- Marketing Managers
- Sales Managers
- Jr. Salesperson
To create a reminder, do the following:
To view your reminders and complete tasks, on the top-right corner click the Task Icon > Reminders. From here, you will be able to delete