In Transense CRM Software, reminders are widely used. Necessary reminders enable sales representatives to do well in their work and better serve customers. These reminders include: customer contact plan reminder, receivable and payable reminder, expiring contract reminder, sales opportunity reminder, customer birthday reminder, etc. However, if there are too many reminders, how can sales representatives or management personnel easily obtain the information? In Transense CRM, the system will sort out all the reminding information and display it in a unified manner. Enter Transense CRM>>Business>>Sales>>Reminders and you will view all the reminders.

How to add new customer reminders?