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Account Reminders

You can set a reminder for an account so that a user can carry out a specific action at a specific date and time. For example, you can set a reminder to have a user call an account at a certain time of day. Reminders appear for the desk associated to the account for which you set the reminder. If an account moves to another desk, the reminders stay with the account. Reminders continue to appear for the desk until you dismiss them.

Related Topics

Set a Timed Reminder

View Timed Reminders

Reschedule or Dismiss a Timed Reminder

Set an Account Follow-up Date