Reminders

Most deals are not lost, they are forgotten. A reminder is a line of text and a date on a prospect.

Step by step

1. Open the prospect on the board.
2. Add a reminder — what to do, and when.
3. It shows on the card and comes due on that day.

Good to know

Write the action, not the topic. Call about the filter quote is a reminder; filter is a label.

Overdue is shown, not hidden. A reminder that passed is the one that matters.

What it does not do

Reminders do not send anything — no email, no push. They surface in the app.

There are no repeating reminders. Each one is a single date.