Reminders

Introduction

You can access Reminders by navigating to reminders tab. Introducing Reminders our latest app feature designed to keep you on track and organized. Reminders allow you to plan out your activities, whether its a meeting with a lead, or updating Properties listing it can be easily done by adding a reminder. You can schedule tasks, appointments, and important events, ensuring you never miss a beat. Whether it’s a daily to-do list or a crucial meeting, REM’s reminders will be your reliable partner in staying productive and punctual.

Reminders

• Go to Menu
• Tap on Reminders

Reminders are categorized in 4 Categories.

• OVERDUE
• UPCOMING
• CANCELLED
• TODAY

As the names of these categories suggests reminders will be automatically grouped by the in their respective categories. Keep in mind that these reminders can be set-up using different parameters when you add a reminder. Also all the reminders added by you from this page or added through Lead’s Details page will show here in reminders.

1. Add Reminder

You can also add reminder using the add reminder button on the Reminders screen. lets take a look at how a reminder can be added using the Add Reminders button.

1. Tap on the Add Reminder Button
2. On the Add Reminder screen Type in the Subject of the Reminder, Select a Valid Campaign Select a Lead. Note that Leads that are added to Campaigns will show in the drop down menu, Choose the Date and Time for the Reminder
3. Tap on the Save button to add the reminder