It often happens, in the context of prospecting or recruitment, that during a conversation with a prospect, the latter offers to come back to them later. That's why we created reminders.
Schedule a reminder
It is possible to create a reminder directly from the member's file. Just click on “Remind me”.
It is possible to choose a pre-defined duration or a specific date.
View the list of recalls
From messaging, a new filter allows you to see the list of users with a scheduled reminder.
When the reminder date has arrived or passed, a notification appears next to the "Reminders" filter and the affected users are highlighted with a light blue background.
Edit or delete a reminder
Editing or deleting a reminder can be done in 3 ways:
- either from the member's profile sheet
- either from the list
- either by mass action
