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(Legacy CRM) Reminders

This article will explain how to utilize the Reminders tab.

Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

Settings -> System Settings -> Reminders

What are Reminders?

When you want to remind a lead or a staff member of an upcoming task, for example, an upcoming tour… you have the ability to send them a reminder email or text:

To read more about reminders, please see this article:

In short, in this section, you can edit the reminders that go out to leads or staff members:

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