Reminders notify you when a record (e.g., lead or opportunity) meets specified conditions. This helps ensure you update or confirm Grader Responses at the right time, taking the best action for each record.
Configured in Grader Setup, these reminders help you focus on key segments of your pipeline. You’ll be notified to revisit a record’s Grader Responses whenever its conditions match the set rules.
Set manually for specific records when you anticipate new information that could impact your Grader Responses. To add one, select “Add Reminder” from available menus while viewing a record.
Once triggered, reminders are sent based on your preferred method and timing.