When adding or editing an activity, you can set email reminders for your appointments in Top Producer CRM. This will notify you via email prior to the appointment becoming due. The email address used is the Default Email Address specified in your My Account information.
Use the pull-down menu to select the amount of time prior the scheduled appointment that you would like the reminder email to be sent. Select the Remind me by email option to enable the email reminder. This will display the email address to which the reminder will be sent.
Email reminders set for a day or more will send at the same time of day as the appointment. For example, if you have an appointment for 2pm Friday and set a reminder for 1 day, you will receive that reminder around 2pm Thursday.
If you set an email reminder to 30 minutes or less, the reminder will be sent via email 30 minutes before the appointment. For example, if you set a reminder for 5 minutes before an appointment, you will receive the email reminder 30 minutes before the appointment is scheduled. This is to ensure you receive your email reminders on time.
Important: It is necessary that you place a check next to Remind me by email in order to receive the appointment reminder email.
Please rate this post
Click a star to rate this post out of five:
Average rating / 5. Vote count:
Sorry that this post was not useful for you!
Let us improve this post!
Thanks for your feedback!