Setting Lead Reminder

If you want to set a Reminder for a Lead for following-up or for anything that you might forget, you can do that easily.

  1. Click the Lead Reminder button next to the Lead for which you want to add the Reminder.

2. Set the date on which you want to be reminded.

3. Add your note to the Reminder describing what you want to be reminded of. Click the Done button to set the Reminder.

4. You can find all the Reminders by clicking the Reminders tab at the top of the Leads screen.

Check out this video to learn how to add lead notes and set lead reminder:

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