Tasks & Reminders

Your Revamp CRM Tasks help you keep on top of your to-do list. Learn how to set up a daily reminder email, create repeating tasks and subscribe to your task feed.

Task view

Followup Reminders

Task Reminder Email

How Do I Enable or Disable Reminders?

Who can manage tasks?

Task view:

Tasks are the tool you need to push your deals forward by never missing on calling a prospect, or sending the quotation email. 

You can add tasks to a Contact, an Organization, and a Deal. That way, wherever you are in Revamp CRM you'll see an overview of your Tasks, whether inside your contacts List, contact profile, Organizations list, Organization profile and the best of all, you'll find Tasks in your Deals Pipeline.

  • Color Code: You can identify your overdue and upcoming tasks inside Revamp CRM using colors:
    Red: is for overdue tasks
    Blue: is for today's tasks
    Grey: is for upcoming tasks 

  • Filters: 
    By Status (Completed or To Do)
    Due on (All - Overdue - Today - Tomorrow - Next 7 Days)
    Type ( System Reminders - Call - Meeting - Email - Lunch - Task - Deadline)
    Assignee (All - Select a user)
  • Bulk Actions: (Assign to - Delete Tasks - Mark as Done)


Followup Reminders:

After categorizing your contacts into Lists or Segments. You can create a follow-up reminder if no action happened with customers in those Lists or Segments for X days.

Reminders will automatically create a "Followup" task with each contact and will appear inside your Tasks view for you to take an action or send an email

Task Reminder Email:

. In your profile settings, choose  Notifications to set when you would like Revamp CRM to send you a task reminder email.


How Do I Enable or Disable Reminders?

Click on the  Settings On the Settings page, click on Reminders

  • Choose which Reminders you want to enable and click Save
  • You can choose to get a daily reminder email of the same daily tasks, get the reminder on your 'Tasks' page
  • Add reminders to 'Tasks' when a Deal passes its expected closure date

Who can manage tasks:

  • The Owner, Admin, and Manager: Can edit/create reminders and tasks. also can delete tasks.
  • User: Can only create and manage tasks on their assigned contacts, organizations and deals.

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