Create and Manage Reminders


Setting Reminders in Spiro is very important to keep track of your next steps and close more opportunities. Your Assistant will send you to push notifications and emails to remind you to follow up. You can also view and complete your daily reminders from the Reminder tab in Spiro.

Creating Reminders Directly from a Record

There are a few ways you can create reminders. The first is from the main reminder screen in the Assistant and can also create a reminder directly from a company, contact, opportunity, or ticket record.