Remind me

Keeping track of your activities is essential to ensure productivity and efficiency in your routine. In SprintHub, you can create reminders so you don't forget anything, whether it's a task, a contact, a customer service case in SAC 360º, or an opportunity in CRM.

🔹 What is a reminder?

A reminder is a notification that serves to alert you about something that needs to be done at a specific time or date. With it, you ensure that no important action goes unnoticed.

🔹 Where you can create reminders

1️⃣ Task Reminder

Ideal for organizing your day-to-day activities. For example, you can create a reminder to:

• Contact a customer.

• Review important documents.

• Track delivery deadlines.

The reminder will be displayed in your calendar and in your task dashboards, making tracking easier.

2️⃣ Contact Reminder

Never forget to call or send a message to someone important. With the contact reminder, you can schedule alerts to:

• Return calls.

• Send proposals.

• Confirm meetings.

3️⃣ Reminder in SAC 360º Customer Service

If you work with support and customer service, reminders in SAC 360º help to:

• Ensure follow-ups.

• Track outstanding items.

• Delegate activities to other team members.

This ensures that no service request is forgotten and that all customers receive a response within the deadline.

4️⃣ Reminder in CRM Opportunity

In opportunity management, it is essential to always stay alert to the next steps. With the reminder in CRM, you can:

• Track negotiations.

• Remember to send sales proposals.

• Schedule follow-up meetings with potential customers.

This way, you keep your funnel always updated and avoid losing business opportunities.

🔹 How to create a reminder

The process is simple and quick:

1. Select where you want to create the reminder: Task, Contact, Service or Opportunity.

2. Click on Create Reminder.

3. Choose the alert time. You can define:

   • A specific date and time.

   • In 1h, 2h or 3h from the creation time.

   • In 24h, Tomorrow morning or Tomorrow afternoon.

   • In Monday, if the reminder is created on the weekend.

   • In 7 days or 30 days.

4. Add a description or note, if necessary.

5. Save and you're done! You will receive the alert at the right time.

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💡 Tip: Use reminders to organize not only urgent tasks, but also long-term ones. This helps keep your routine more organized and avoids forgetting things.