- Navigate to the task menu by selecting the “task” button from the left-side menu on your dashboard.
- Highlight the task you want to send a reminder for by clicking on the task from this screen.
- Click the gear icon on the right side of the highlighted line item.
- Select the type of reminder you wish to send. (email or sms to customer or salesperson)
- Reminder will send immediately when you select the desired option.
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How do I send task email or sms reminders to a customer?
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