Procedures

Opportunity reminders are used to inform Sales personnel to perform actions.  When Opportunities are assigned to a User, related Reminders will display in View > My Tasks for that User.

Adding Reminders can be done from the Sales Opportunity or from an Activity linked to the Sales Opportunity, in the scenario where more details are required to track the Sales Activity.

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Update Opportunity Reminder

From the Sales Opportunity, add or update the Reminder details:

1. Go to Sales > Opportunities and open the Opportunity record you want to view
2. Click the Update Rem. hyperlink.  The Reminder modal displays with details
3. Specify the Date and the Reason for the reminder
4. Click the Save icon

The Reminder will appear on View > My Tasks for the Sales Rep identified on this Opportunity record

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Create Activity Reminder – linked to Opportunity

From the Sales Opportunity, create an Activity and set its Reminder details:

1. Go to Sales > Opportunity and open the Opportunity record you want to view
2. Click the Activities subtab, then click the Add icon.  A new Activity record displays
3. Fill in the appropriate Activity details, including the Sales Rep
4. Click on the Follow Up Date field and specify the Date and Reason for the Reminder
5. Click the Save icon