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Help · CRM · Profiles

Reminders and follow-ups

The deal you lose is usually the one nobody replied to.

3 min readFor all rolesIn review

Two tools stop that.

In review: written from the product, not yet walked through live.

1A 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.

2Org-wide reminder rules

In Settings → Lead reminders, set how long a profile may go quiet before its owner gets nudged.

Open Settings in SkedX

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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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