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Upcoming live webinars:

  • Working with Website Leads Tuesday, August 16 9:00 AM-10:00 AM
  • Working with Seller Leads Tuesday, August 16 10:00 AM-11:00 AM
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  • Working with Website Leads Thursday, August 18 9:00 AM-10:00 AM
  • Working with Seller Leads Thursday, August 18 10:00 AM-11:00 AM

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Reminders are a great way to stay on track, and ensure nothing falls off your radar. You can create reminders for yourself, and your system will also create reminders for you, then you can work these reminders and mark them as complete as you go through them. There are two types of reminders in your system, regular reminders and follow-up requests.

Reminders ()

The blue bells indicate regular reminders, which includes any reminders you've created for yourself, as well as any system generated reminders. To clear a reminder, simply click on the blue bell and then snooze it or mark it as complete.

Mark as Complete:
When you mark it as complete, it will be stored in the reminder section of your system in case you ever need to review it.

When you snooze a reminder, it will snooze it for 24 hours so you can re-visit it the next day.

(info) The number next to the blue bell indicates how many reminders there are for that specific contact. For multiple reminders, they will appear oldest to newest when you click the blue bell.

Follow-up Requests ()

Follow-up requests are essentially reminders that a contact has created for you. In other words, the only way for a red bell to appear is when a contact takes specific actions on your website (e.g. became new lead, requested a CMA, or requested more information on a property). To see what action created the follow-up request, simply click on the red bell.

There are a few ways to clear a follow-up request: Send an email, add a note to the contact's history, or send a CMA (these are the only ways to clear the follow-up request).

(info) If a contact has a follow-up due (red bell) AND a reminder due (blue bell), the red bell will supersede the reminder. Once you clear the follow-up, the reminder count will show.

Create a Reminder

To create a reminder for yourself, just click the Add link in the Due Now column for your contact.

Next, select the type of reminder - task, phone call, or meeting - due date, time (optional), and notes with the reminder details. When you're done, click Save.

(info) The types of reminders are really just labels, and don't change the functionality of the reminder.

System Generated Reminders

There are a variety of reminders your system will create for you, and these reminders will appear just like any reminder you create for yourself, but it's important to know what these reminders mean.

  • Website Activity (a contact setup a listing alert, saved a property, or subscribed to Market Insider)
  • Campaign Reminders (reminders within campaigns prompting a more personal touch)
  • End of Campaign (notifies you when a campaign ends for specific contacts on a given day)
  • MLS Status Changes (notifies you when your MLS application status changes)

Reminder Actions

You can search and filter all of your reminders by clicking the Reminders icon in the top menu.

Here, you can filter reminders by type, due date range, and completion.

(info) Note: Reminder filters will stay applied, so always check your filters when searching for reminders.

You can edit a reminder by clicking the Edit icon (), mark a reminder as completed by clicking the Complete icon (), or delete a reminder by clicking Delete icon ().

You can also delete multiple reminders at once. Simply check the box next to the reminders you wish to delete, and then click the Delete button. This may be particularly helpful if you have a back-log of reminders that need to be cleaned up.

Additional Resources: