How to configure the action reminder email?
To configure when the action reminder email is to be sent:
- Go to gear icon > Settings.
- Under the Sales actions tab (see A), select the drop down beside Send me sales actions reminder email (see B) and choose:
- every day (select a time for it to be sent).
- every day I have a new task (select a time for it to be sent).
- Your chosen settings will save automatically.