Reminders
Never miss a follow-up with personal reminders.
What are Reminders?
Reminders are time-based alerts you set for yourself or your team about specific records — deals, invoices, projects, contacts, or any other item. When the due date arrives, the system notifies you so nothing important slips through.
Viewing Reminders
Go to Reminders in the top menu.
Filter by:
- User — Reminders assigned to a specific team member
- Status — Pending, Dismissed, Snoozed
- Entity type — e.g., Deal, Invoice, Project, Contact
- Entity — A specific record
- Due date — Reminders due in a specific period
Creating a Reminder
From any record's detail page (a deal, invoice, project, contact, etc.):
- Find the Reminders section.
- Click Add Reminder.
- Set:
- Due date and time — When you want to be reminded
- Note — What to do or check at that time
- Click Save.
The reminder will appear in your Reminders list and trigger a notification when due.
Reminder Statuses
| Status | Meaning |
|---|---|
| Pending | Active, not yet reached its due date |
| Snoozed | Temporarily delayed — will resurface at the new time |
| Dismissed | Acknowledged and closed |
Snoozing a Reminder
If you are not ready to act on a reminder right now:
- Open the reminder.
- Click Snooze.
- Select when to resurface it (e.g., in 1 hour, tomorrow, next week).
The reminder will reappear at your chosen time.
Dismissing a Reminder
When you have taken action on a reminder:
- Open the reminder.
- Click Dismiss.
- The reminder is marked as dismissed and removed from your active list.
Sending a Reminder by Email
You can send yourself or a team member an email notification for a reminder:
- Open the reminder.
- Click Send Email.
- The reminder details are sent to the assigned user's email address.
Frequently Asked Questions
Can I assign a reminder to another team member? Yes. When creating a reminder, specify the user it is for. That person will see it in their reminders list.
Can I set recurring reminders? Recurring reminders are on our product roadmap. Currently, each reminder is a one-time alert.
Where do reminder notifications appear? Reminders appear in the Reminders section of the app. You can also send email notifications manually. In-app notification alerts are on our roadmap.
Can I set a reminder on any record? Yes — reminders can be set on deals, invoices, projects, contacts, organizations, tickets, tasks, proposals, and appointments.
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