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How To Set Automatic Reminders in Sales and Workflows

When you're dealing with leads and customers you may want to have some things happen automatically, such as; a reminder to follow up with a client after they purchase or perhaps see how they're going on their 1 month anniversary of working with you.

You can set reminders to occur automatically when someone is moved to a new step in you sales or workflow by following these steps:

 

STEP 1

Go to your "Admin Panel" from the top left corner of the screen (https://go.ninjodo.com/settings)

 

 

STEP 2 

Click on "Dropdowns & Flows" on the left side menu (https://go.ninjodo.com/settings/dropdowns)

 

 

STEP 3

Choose the "Sales & Workflows" tab

STEP 4

Choose the flow you wish to add some automatic tasks/reminders to from the dropdown list

STEP 5

Find the step in that flow you wish the task/reminder to occur on and click the "settings icon" on the right

STEP 6

Choose "Create Task"

STEP 7 

Fill in the details and click "Save Changes"

 

 

Now whenever a contact is added into this step of this flow, Ninjodo will ask if you wish for this task to be created.

You can choose "Yes, Create Tasks" or "Skip All Tasks" (in case you don't).