REMINDERS

Why do reminders matter?

Reminders are always vital, not just for businesses but for everyone. Whether through improved organization or self-improvement, they offer a simple approach to assist individuals in bettering their businesses and lives.

Reminders are essential to your survival in business, especially if you have a tendency to forget things easily. You won’t complete tasks unless you have a dependable method of reminding yourself to carry them out, regardless of how well you set up your to-do list and calendar.

The reminder option in the business credit repair software is a plus because it will help you remember which tasks should take priority.

Go to the dashboard and click on customers to set up your reminder in the business credit repair software.

Then you will be routed to the customers’ screen, where you can manage each customer one by one.

To find customers with the same status, utilize the status filter.

You can also use the search box to look for a specific customer by searching for their name or email.

Once you have the customer’s profile, go to the action column and click the customer information icon.

Then you will be routed to the customer’s information, where you can manage various aspects of your customer’s account.

Click the “reminder” button to set up a reminder inside the business credit repair software.

Then a window will pop up where you can add a new reminder.

This section is where you can see your customer’s name.

In the text box, you need to put the title of the reminder you’re about to add.

Then you need to select the scheduled date for the reminder.

You can also schedule the time in this section.

In this section, you can decide whether or not this will be a reoccurring reminder.

You can also select in this section if there is an end date for the reminder you will set up.

Then click the save reminder button.

And by clicking the calendar button, you can check all the reminders you set up.

You might greatly reduce the number of missed tasks by setting a reminder. Additionally, it aids in ensuring that we check our lists and remember to complete the tasks at hand, whether or not they are items on a list.