There are three ways to set reminders/alerts
On selecting the option, you receive reminders for your tasks through emails.
On selecting the option of alert, you receive reminders for your tasks in your CRM notification bell icon.
On selecting the option, you receive reminders for your tasks through messages.
No card required
Select the person whom the reminder is assigned from the drop-down list.
Enter the subject of reminder in the text box.
Schedule the time and date of a reminder.
Set how many times the reminder notification must be repeated.
Select the type of notification to be sent for the reminder.( SMS, Email or alert)
Select the reminder of the task from the drop-down list.
Choose /the reminder type whether it is alert, SMS or Email.
Select the no. of days when choosing Reminder as No. of days.
Set the date when the reminder is supposed to trigger.