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.
Marking Reminders Completed
From a person's profile:
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: