Opportunity Reminders are used to inform Sales personnel to perform actions. When Opportunities are assigned to a User, related Reminders will display in View > My Tasks for that User.
Adding Reminders can be done from the Sales Opportunity or from an Activity linked to the Sales Opportunity, in the scenario where more details are required to track the Sales Activity.
From the Sales Opportunity, add or update the Reminder details:
- Go to Sales > Opportunities and open the Opportunity record you want to view (Opportunities may also be accessed via a Customer record)
- Place the form in EDIT mode
- Click the Add Reminder Date icon next to the Reminder Date field. The Reminder modal displays with details. Note: if there is an existing Reminder Date in this field, you may delete this date first and select a new date.
- Complete all fields for which you have information and click OK. Note: mandatory fields are marked by an asterisk.
- Click the Opportunity form SAVE icon
The Reminder will appear on View > My Tasks for the Sales Rep identified on this Opportunity record
From the Sales Opportunity, create an Activity and set Reminder details:
- Go to Sales > Opportunity and open the Opportunity record you want to view (Opportunities may also be accessed via a Customer record)
- Place the form in EDIT mode
- Click the Activities subtab, then click the Add icon. A new Activity record displays
- Fill in the appropriate Activity details, including the Sales Rep
- Click on the Follow Up Date field and specify the Date and Reason for the Reminder
- Click the Save icon
- Note: the above may alternatively be used to edit an existing Activity if needed