How To: Create and Manage Reminders (Web)

Setting Reminders in Spiro is very important so you can keep track of your next steps and close more opportunties. Your Assistant will send you push notifications and emails to remind you to follow up. You can also view and complete your daily reminders from the Assistant tab in Spiro. 

Creating Reminders: 

Navigate to the Search bar in the top right hand corner of the screen and search for the contact you would like to set the reminder for. Choose Set Reminder from the actions at the top of contact details. 

 

Next choose a prompt from the list of reminders or write your own. These prompts can be customized for Spiro customers. 

For time sensitive reminders, please select the "Remind Me" box which will allow you to select a specific time rather than just a date. Your Assistant will notify you 15 minutes before the time you set via email and a push notification if you have the Spiro mobile app. 

Viewing and Managing Reminders: 

There are two places where you can view your Reminders on the web.

1. We recommend viewing your reminders from your Spiro Sales Assistant which can be found in the lefthand toolbar. From here you will see reminders for today and past 

Click on a Reminder to view reminder notes, contact info and opportunity info.

Under the Reminders section you will see different actions you can take to complete you reminder (see Actions breakdown below). 

2. You can also view a list of past due, current, and future reminders in the Reminders tab in the left hand toolbar. 

Overdue reminders will turn red signifying they are past due and need to be updated which can easily be done on the right hand side under Actions.

Actions Breakdown:

Update Reminder: Change the date and time of a reminder or delete a reminder

Done: You conquered the task and want to mark it as done

Send Email: Send an email using one of your email templates directly to the contact associated with the reminder

Log Activity: Log what happened during your interaction with this contact and Spiro will automatically prompt you to set your next step 

Once a Reminder has been completed by one of the actions above, it will transfer from your list of reminders to associated timeline (log of past interactions). 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.