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How to Set Reminders in CRM?

There are three ways to set reminders/alerts

1. Email

On selecting the alert option, you receive reminders for your tasks through emails.

2. Pop-up in CRM

On selecting the alert option, you receive reminders for your tasks through CRM notification.

3. SMS

On selecting the option, you receive reminders for your tasks through messages.

You can set reminders in CRM in two ways:

Steps to Set Reminders through CRM Settings

Steps to Set Reminders through CRM Settings

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1. Go to settings of CentraHub CRM. Type Reminders in the search box on the left side of the screen.

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2. Click on My Reminder.(My Reminders List homepage would be displayed)

3. In My Reminder list page, Click on New Reminder

4.My Reminders pop-up window opens, enter the relevant details.

Field Specification for My Reminders:

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Assigned To

From the drop-down list, select the person who would receive the reminder notification.

Subject

Enter the subject of reminder in the text box.

Schedule On

Schedule the time and date of a reminder.

Repeat

Set how many times the reminder notification must be repeated.

Notify

Select the notification type for the reminder. (SMS, Email or CRM pop-up)

5. Click on Ok. (The reminder is set and you can view it in the My Reminder List.)

Steps to Set a Reminder through the Task tab

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1. On creating the task, you can directly set a reminder to that task.

2. Set the reminder of that task and do the following.

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Reminder

Select the reminder of the task from the drop-down list.

Reminder type

Choose the reminder type (pop-up, SMS or Email)

No. of days

Select the no. of days for getting the alert.

Reminder date

Set the date when the reminder is supposed to trigger.

3. Click Save.

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