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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

Categories

  • Action Stream | Prioritization
  • Follow-ups | Tasks and reminders
  • Pipelines | Deals & Projects
  • Email Sync
  • Reporting & Notifications
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