There is currently no pop-up reminder functionality in the web based CRM101. However, you can utilize Calendar and /or Activity Summary when you first sign into CRM101 to view upcoming tasks, appointments and follow ups. You can also sync the CRM101 Calendar with your Microsoft Outlook calendar or with your Google Gmail calendar and set a reminder there. Additionally the Infofree.com CRM101 App has a reminder notification feature that can be enabled for appointments & follow up tasks.

Posted in: CRM101