Overviewing and adjusting reminders

Updated 19.11.2024

1. CRM - select Reminders


Click on "Reminders"


2. Review missed/upcoming activities

In the reminders list, missed reminders will be displayed (colored red), as well as the upcoming ones (colored black) 


3. Record an executed activity

By clicking on the activity in the reminders list, a dialog will open in which the instructions for executing an activity are displayed and the entry/record of executed activity will be possible.


Once that is completed, click on Save.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article