Create and Manage Reminders

Overview

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 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. You can also create a reminder directly from a company, contact, opportunity, or ticket record.