Managing Your Inbox

Reminders

Reminders are a way to continue conversations at a later date and follow up on potential opportunities

Reminders are a way to continue conversations at a later date and follow up on potential opportunities

Written By: Tony

Last Updated on September 14, 2024

Set Reminder

  1. Go to your Inbox

  2. Click the clock icon in a message

  3. Choose from default date options or customize your reminder schedule.

View your scheduled reminders

To get a view of messages that have a reminder set to them:

  1. Open up My Inbox or Team Inbox

  2. Click the Reminders tab along the top

Edit or Complete scheduled reminders

  1. Click the clock (🕗) icon on the specific reminder you wish to modify

  2. Select Edit and pick a new date to change when you will be reminded, then click Set Reminder
    OR

  3. Select Mark as complete to remove the reminder from either the clock dropdown or through the Mark as complete button.

Note: if a recipient responds before the scheduled reminder, the reminder is automatically deleted.

Created with ♥️ by SocialLead © 2024

Created with ♥️ by SocialLead © 2024

Created with ♥️ by SocialLead © 2024