Customizing reminders for your team

Reminders help your team keep track of next steps and move opportunties forward. The Assistant sends push notifications and emails when it's time to follow up. 

Customizing reminders will allow your team to quickly set common follow ups with just a few clicks and allows management to generate reports on customized reminder data. 

Your default reminders are: 


As an Admin, you can customize reminders for your team under Settings > Reminders in Spiro.

Hover over a reminder to edit or delete. To add a new reminder, click the + sign: 


As and Admin you can also:

Customize sales stages

Create custom fields

Understand user roles

Customize activities 

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