Setting Reminders

Setting Reminders

Setting Reminders:

 

Automated reminders can be set up within the CRM modules for individual Users to action. These can be set up in two ways, either as an Email alert, or as a pop up on the ZOHO account

 

1.     How to set reminders for Tasks

 

a.     In the Activities Module select the Task that you would like to create a reminder for

b.     Select Edit

c.     Select the Reminder check box

                                               i.     Specify the date and time for the reminder

                                             ii.     Specify the recurrence

                                           iii.     Choose how you would like the reminder to appear

                                            iv.     Click Save


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