Reminders

Reminders are time-based alerts that ensure you never forget an important follow-up.

Creating a reminder

1. Go to Reminders in the sidebar
2. Click New Reminder
3. Fill in:
   • Title (required) — what you need to remember
   • Description — additional context
   • Remind at — when you want to be notified
   • Contact — optionally link to a contact
   • Deal — optionally link to a deal
4. Click Save

Managing reminders

When a reminder fires, you have three options:

Action	What it does
Complete	Mark it as done — it’s handled
Snooze	Push it forward (15 min, 1 hour, 1 day, or custom)
Dismiss	Remove it without completing

How you get notified

• In-app — a notification appears in the bell icon in the sidebar
• Email — if email notifications are enabled in Settings > Notifications

You can configure which notifications you receive (in-app, email, or both) per notification type.

Tips

• Set reminders for follow-up calls 2-3 days after sending a proposal
• Use reminders for contract renewal dates
• Link reminders to deals so you can see them in context