Help / Call Reminders

Call Reminders

Plan when to call a customer and see today's calls with one click.

What is this feature for?

It helps you remember things like “Call Ms. Ayşe tomorrow afternoon.” The reminder appears on your screen on the day you set.

How it differs from Tasks: a Task is for assigning work (teamwork). A call reminder is for calling one specific customer on a specific day.

Path: Customer card or lead card → Reminders tab. Or the Today’s call reminders shortcut in the top bar.

Reminder shortcut in the top bar

Open the card of the relevant customer.
Go to the Reminders tab and click New.
Select the date and time.
In the Reminder note field, write why you will call (“Follow up on the quote”).
Choose who the reminder belongs to.
Save.

Add reminder form

Status	When to choose it
Pending	Not called yet
No Answer	Called but could not reach them. You can set a new date
Completed	The call took place

For a wrong or unnecessary reminder, use Cancel Reminder.

Click the Today shortcut in the top bar of the screen. A list of the people you need to call today opens. Starting your day here is a good habit.

If you could not reach the customer, you can send a WhatsApp message directly from the reminder screen:

Update the note after the call (“Phone was off, will call again Thursday”). That way the next person to call knows the context.