How to set reminder for contacts, connections or inbox conversations?

Quicklead provides a reminder feature for contacts, connections, and inbox.
To use this feature, simply go to the Contacts, Connections, or Inbox tab in Quicklead.

Here, we are navigating to the Contacts tab.
On the right side, you will see the Reminder button.


When you click on this button, a popup will appear, like this:



You can set a custom date for the reminder by clicking the "Reminder on custom date" button.
This will open another popup, as shown below.


In this popup, you can add a note as per your requirements and set the date and time.

Click the "Set Reminder" button.

Now, go to the Reminder tab from the sidebar.


You can view notes by clicking on the Note icon.

You can also view notes by clicking the button shown below.


The Reminder tab displays reminders for Contacts, Connections, and Inbox.

Updated on: 18/02/2025