Contact Reminder
August 8, 2024Overview
A contact reminder is intended to call attention to a specific contact profile for the purposes of connecting with that contact on that particular date. Contact reminders can be created manually in the profile or within an action plan for a Client, Employee, Partner, or Vendor.
Topics
- Contact Profile Contact Reminder
- Action Plan Contact Reminder
Creating a Contact Reminder – Contact Profile
No matter the type of contact profile, the process is the same.
- After you’ve opened the profile, click on the Event tab.
- Select event type as “Contact Reminder”.
- Choose a future date to be reminded of this contact.
- Add notes to help you remember why you need to connect with that conact.
- Click “Save Action”.
Creating a Contact Reminder – Action Plan
No matter the type of Action Plan you are editing or creating, the process is the same.
- After you’ve opened the action plan you want to edit, click on “New Action”.
- Select event type as “Contact Reminder”.
- Choose “delay” and enter the amout of time after the action plan is set off for you the be reminded of this contact.
- Click “Save Action”.