Article

How do I set a reminder?

Body

 

  1. Go to the Trackers tab.
  2. Click > on the left of the Target Name to expand the Activity sub rows.
  3. Click Add.
  4. Click Add Reminder.
  5. Enter a subject.
  6. Choose a date.
  7. Choose a time.
  8. Enter a note, if desired.
  9. Add email addresses to receive the reminder. Your email is selected by default.
  10. Click Save.


 

Title
How do I set a reminder?
URL Name
How-do-I-set-a-reminder

Summary

This is an article that provides step-by-step instructions on scheduling reminders. It addresses the need to follow up on a target's situation and includes detailed steps for adding reminders, such as entering a subject, choosing a date and time, and adding notes.

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