How do I set a reminder?

To set-up reminder notifications for reminding yourself, follow the steps mentioned below:

  • Open a contact in Lead Manager
  • Click on ‘Set Reminders’ icon
  • Set date and time
  • Choose the default text (as shown below) as a note to remind yourself.
  • You can also edit the text as per requirement.
  • Click on ‘Set Reminder.

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