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3 min readBasicAgentManagerAdmin

A reminder to call the customer back

"Call me tomorrow at ten" — here's how the system makes sure you don't forget.
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Steps

  1. 01

    Click "Reminder" on the card

    Lead card›Reminder

    On the lead card, under What to do now, click Reminder.

  2. 02

    Pick when

    In Set reminder: In 10 min · In 30 min · In an hour · Tomorrow morning · or Custom time. Then Set reminder.

    You should see: The lead hides from the list until that time.
  3. 03

    When it's time

    A "Time to call" (or "Overdue reminder") banner appears with:

    • Mark done.
    • Snooze: 5 min · 15 min · 30 min.
    • Change time · Mute all.

    With phone alerts on, your phone buzzes too.

  4. 04

    AI heard "call me back"? It already offers

    If the customer asked for a callback on a call, the card shows "... asked you to call back ..." with Set reminder · Change time · Not now.

Questions

I called before the reminder time — will it still pop?

An answered call automatically completes reminders that are due or overdue. A future one stays — mark it done if no longer needed.

Reminder vs task?

A reminder means "come back to this lead at this time" — the lead hides until then. A task can be anything. Both appear on the Tasks page.