Setting Task Reminders

Set a reminder on a specific workflow step so you (or your team) always remember to do it.

Matt avatar
Written by Matt
Updated over a week ago

Reminders can be added to Workflow steps to make sure that agents remember to follow up. This is useful if you want to be reminded every time you need to call a lead, since that's a manual task and can be easy to forget.
Every user on your LeadSimple account will receive a daily agenda email each morning with a list of tasks that are due (no email will be received if no tasks are due).ย 

If you want a user who's assigned to a lead to receive an additional email reminder a few minutes before a specific step is due, you can do that by clicking on the clock icon on the right side of that workflow step.

Either enter the number of minutes you want into the text input or simply click "Set Reminder" to immediately set a 15 minute reminder for that step.

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