Create and Manage Reminders

To keep track of your next steps and close more opportunities, you can set Reminders in Spiro. Your Spiro Assistant will send you push notifications and emails to remind you of important activities, such as following up with a stalled opportunity. You can view and complete your daily reminders from the Reminder tab in Spiro.

Creating New Reminders

There are a few ways you can create reminders:

1. Reminder List View- Click "New" in the top right. You will be able to set a date and even time you want to be reminded, the contact the reminder is related to and any notes.
2. Company, contact, opportunity, or ticket record- choose "More" on any record page or from any drawer to add a new reminder. You can also add a new reminder on any record from the Reminders tab next to Activities.
3. Forward an email to the Spiro Assistant- Forward an email from a prospect or customer to assistant@spiro.ai to set a reminder. You can use phrases like "Remind me to call John next week". The Assistant will set a reminder for you and alert you to give John a call next week. For more examples of how to use the Assistant check out this article.