# Reminders and follow-ups

> SkedX CRM can remind your team to follow up: create a task with a due date from any profile, and set org-wide reminder rules in Settings → Lead reminders so profiles that go quiet too long trigger a nudge to their owner.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

The deal you lose is usually the one nobody replied to. Two tools stop that.

## Step 1: A one-off follow-up

On the profile, add a **task** with a due date — “Call back Thursday”. It shows up in your task list and on the profile.

## Step 2: Org-wide reminder rules

In **Settings -> Lead reminders**, set how long a profile may go quiet before its owner gets nudged.
Open it directly: https://crm.skode.ai/settings/lead-reminders

## Common questions

### Where does a reminder show when it is due?

At the top right of the screen, where every other notification arrives (at the top of the screen on a phone) — one card with **Snooze** and **Go to** the record, and the notification sound. It stays until you snooze it, open it or close it with ✕; on a phone you can also swipe it up. Several due at once queue behind it (“1 of 3”).

### I set follow-ups on many enquiries at once — will I get one email for each?

No. Follow-ups that fall due at the same time come as one email and one notification — “40 follow-ups are due now” — with a button that opens exactly those enquiries. A single follow-up still sends its own reminder.

### Does a reminder or warning email count as contacting the customer?

No. An email SkedX sends to your team about a record — a time-limit warning, a new-assignment email, a mention — is a note to you, not contact with the customer. It shows on the record’s timeline, but it does not move the record to Contacting, and it does not set the first-contact, first-email or last-activity time. Only a call, email or message to the customer does.

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## Related guides
- Assign profiles to your team: https://skode.ai/help/crm/profiles/assign-profiles-to-your-team/
- Reading a profile page: https://skode.ai/help/crm/profiles/the-profile-page/
- Notes, reminders and follow-ups from a call: https://skode.ai/help/crm/calling/notes-and-follow-ups-from-a-call/
- What you’re told when work is assigned or moved: https://skode.ai/help/crm/team/what-youre-told-when-work-moves/
- What Today's agenda shows on your dashboard: https://skode.ai/help/crm/tasks/what-todays-agenda-shows/
- The Activity log on a record: read it, search it, write in it: https://skode.ai/help/crm/profiles/use-the-activity-log-on-a-record/
- Your calendar: the week, a meeting at a glance, and moving it: https://skode.ai/help/crm/calendar/your-calendar/
- Meeting reminders: for the person who booked, and for you: https://skode.ai/help/crm/calendar/calendar-reminders/

Source: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/