Lead Set Reminder

The Lead Set Reminder feature in intoAEC helps you schedule follow-ups for leads so you never miss an important call, meeting, or action. Reminders are optional, easy to manage, and fully flexible.

Where to Find Lead Reminder

Path:
CRM → Lead Manager → All Leads → Active Leads

• Each lead row has a three-dot (⋮) menu

• Click Set Reminder (bell icon)

How to Set a Reminder

1. Click Set Reminder from the lead’s three-dot menu

2. The Set Reminder popup opens

3. Fill in the required details

4. Click Create

Set Reminder Fields

Select Users *

Choose who should receive the reminder.

User selection logic:

• No reporter & no assignee → all users shown

• Only reporter → reporter shown

• Assignees added → only assignees shown

• Includes Select All and individual users

Reminder Notes

Optional notes for context

Choose Date * & Choose Time *

• Select a future date and time

• Past date/time not allowed

• In edit mode past values are highlighted in red

Notification Method

Choose how you want to be notified:

• App Notification

• App Notification & Email
  

Reminder Status & Actions

Unscheduled → Scheduled

• Initially shows Unscheduled (orange)

• After saving, changes to Scheduled (green)

• Create button becomes Update

Success message:

“Reminder set successfully”

• Once the reminder notification (in-app and/or email, based on the selected notification method) is delivered, the status updates to Sent.

Edit or Delete a Reminder

Edit

• Update users, notes, date, time, or notification method

• Click Update to save changes

⚠️ If a past date/time is selected, you’ll be prompted to choose a future one.

Delete

• Click Clear

• Reminder is removed

Success message:

“Reminder deleted successfully”

After scheduling, the reminder is delivered to the selected user(s) via in-app notification or in-app notification and email, as per the chosen notification method.