Follow-ups | Tasks and reminders
Add color-coded follow-up reminders and tasks next to any CRM contact.
- Types of Actions in OnePageCRM | Tasks and reminders
- Push Next Actions to gCal or Outlook
- Add and manage tasks (Actions)
- Action Templates (Saved Actions)
- Update multiple Actions in bulk for several contacts
- Create anniversary dates with automatic email reminders
- What is smart date and time in OnePageCRM
- Configure quick dates in OnePageCRM