How it works
1. First click the "Sales Assistant" icon in the top right corner to open it
2. Next click on the gear icon in the Assistant panel
3. Select "Manage Notifications" from the dropdown options
4. Then locate and click on "Activity reminders" option in the notification settings
5. Enable the "Show alert" option and click the dropdown menu to reveal timing options
6. Then choose how long before the activity you'd like to receive the reminder
7. Finally choose whether to receive reminders in your summary email, as a separate email one hour before the activity, or both
8. Changes are saved automatically, so you can exit the settings when done
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Why should you use this feature?
Pipedrive is a powerful CRM tool designed to streamline business processes and enhance sales productivity.
With Pipedrive, getting reminders for upcoming activities is a breeze. This feature ensures you never miss a beat by sending timely alerts about important tasks and meetings.
Utilizing reminders not only keeps you organized but also boosts efficiency by allowing you to focus on what truly matters – closing deals and building strong customer relationships.
Stay ahead in your sales game with the peace of mind that Pipedrive's reminders provide.
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