Reminders help make sure attendees don't miss a meeting. Zoho CRM can alert attendees in two ways: by email, or with a pop-up.
How to set a reminder
- Open the meeting. From the Meetings tab, click the meeting you want to set a reminder for.
- Edit it. On the Meeting Details page, click Edit.
- Choose the reminder. Select the Reminder option from the drop-down list.
- Save. Click Save.
Note: When a meeting is created from the Activities module, both the email and pop-up reminders are switched on by default and cannot be disabled from there. You can turn off the email reminder in your calendar preferences, but the pop-up reminder cannot be disabled from the calendar.
Need help? 1 Cloud Consultants can help you configure meeting and activity reminders across your team so nobody misses an important appointment.
Book a discovery call with 1 Cloud Consultants.