Prospect Calendar Reminders

When you are inside a prospect record, you can set Outlook calendar reminders. This will ensure Outlook issues a reminder at the scheduled date and time.

To set an Outlook Calendar reminder, click the button labeled “Reminder” and the following screen will appear:-

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Click “Add Reminder” to automatically add to Outlook.

Tick “Display Reminder Without Saving” to view the Outlook reminder before saving it.