Using the Contact Management Dashboard

user872963
Rookie
0 Votes
Is there an alert system for a task or anniversary date so you get reminded to follow up a client or clients?
Top Answer
William_A
Administrator

Hello @user872963 ,

 

You can create automations around anniversary dates for your contacts (AKA - when they first sign up with you). Beyond that, nothing in the system would have the kind of functionality you're describing.


1 REPLY 1
William_A
Administrator
0 Votes

Hello @user872963 ,

 

You can create automations around anniversary dates for your contacts (AKA - when they first sign up with you). Beyond that, nothing in the system would have the kind of functionality you're describing.


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William A
Community & Social Media Support
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