How to Setup Email Reminders

Set a reminder on a prospect so the assigned agent gets an email when it's time to follow up.

Resources

→ Using Sequences to Schedule Prospect Follow-Ups

Steps

1. Open the prospect's page.
2. In Agent, choose the user who should get the reminder email.
3. In Reminder, choose the date and time for the reminder and save it.

Questions? Email support@leadsherpa.com.

For additional information pertaining to the topic, please refer to the video below.