Reminders help your team keep track of next steps and move opportunities forward. The Assistant sends push notifications and emails when it's time to follow up.
Customizing reminders will allow your team to quickly set common follow-ups with just a few clicks and allows management to generate reports on customized reminder data. You can
add custom fields to reminders
to track additional information after you create your custom reminders under settings > Custom Fields/Entities > choose Reminder from the drop down under Custom Field section.
Your default reminders are:
As an Admin, you can customize reminders for your team under Settings > Reminders.
Hover over a reminder to edit or delete. To add a new reminder, click the + sign.
Interested in Spiro for your team? Sign up for a demo today: spiro.ai/demo
Questions? Email email@example.com