Using SalesLoft Reminders

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Is your monitor covered in sticky notes? Tired of constantly switching back and forth between your calendar and inbox to check your to-dos and keep track of your prospects? SalesLoft Reminders are here to allow you to stay on top of your one-off events and make you sure you never miss a beat. 

Reminders live both in your Inbox and SalesLoft account:  

Creating SalesLoft Reminders 

From a person's profile, navigate to Reminders and click on the plus sign to add: 

 

Use the time option at the bottom of the calendar to specify the exact time the reminder is due. 

From Gmail: 

Marking Reminders Completed

From a person's profile: 

From Gmail: 

Reminders are never deleted from the platform. Once you mark a reminder as completed, you can always view all reminders for a specific person under the Reminders tab: 

 

 

Happy Lofting!

 

 

 

 

 

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6 Comments

  • Avatar
    Jon Piron

    The remind me button isn't working in my gmail. I think another extension may be interfering. Is it incompatible with any of the following: Rapportive, Salesforce Integration for Gmail, Sidekick (which I've already disabled), etc.? I just want to leave as many helpful tools enabled as possible without interfering with your extensions/features.

  • Avatar
    Constance James

    Hey Jon, happy to help here! I'm submitting a ticket to our support team, so expect to hear from them very shortly! :]

  • Avatar
    Kenya Iwamoto

    Can the Reminder function be synced with SalesForce and logged as a Task under Open Activities?

  • Avatar
    Constance James

    Hi Kenya,

    Reminders do not sync to SalesForce, but this is an idea currently on our IdeaBase. Could you visit https://salesloft.ideas.aha.io/ideas/C-I-212 and vote on this suggestion? Our product team uses your ideas and votes to help plan product updates! Don't forget to include any other ideas you have. :)

    Happy Lofting!

  • Avatar
    Justin Elliott
    Yeah, I'm having issues as well. I think there may be an extension interfering too. Rapporative, Salesforce integration, Yesware, Sidekick
  • Avatar
    Brandon Hill

    The conflict is with Salesforce Integration (Cirrus Insight). Cirrus and Salesloft don't work when both extensions are enabled.

    Salesloft does work nicely with SalesforceIQ Inbox, for what it's worth.

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