Reminders are simple follow-up items you can set on Customers or Deals. They appear on your Workplan and are identified by a checkmark icon, making them easy to spot and complete.
You can complete a Reminder Task directly from the customer’s deal.
Open the Customer Deal
From your Workplan, click on the Generic Task.
This will open the Customer Deal Card.
Mark the Task Complete
Under the Planned section, locate your reminder task.
Click Mark Complete beneath the task to complete it.
Once completed, the task will be removed from your Workplan.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!