CRM System: Admin Reminders | Scribe

    CRM System: Admin Reminders

    • Chamber Nation |
    • 9 steps |
    • 35 seconds
    1

    Under "Members", click on "CRM System"

    2

    Search for the Member

    3

    Click "Set New Admin Reminder"

    4

    Provide the following information for the admin reminder: Alarm Date: Choose the date when you want to be reminded. Message: Enter a brief description of the reminder or the task you need to accomplish. Contact Type: Specify the type of contact this reminder is related to (e.g., phone call, email).

    5

    On the specified alarm date (May 15 in our example), you will receive an email reminder to make the call. Take the necessary action and reach out to the member.

    Mark Admin Reminder as Done

    6

    After you've completed the task, return to the system and view the member's contacts/admin reminders. Use the "Mark Done" function to indicate that the reminder has been completed.

    7

    This will convert the reminder into a contact entry, documenting that you have finished the task.

    8

    You may also Add Reminders through the Member Info page > "CRM" tab

    9

    On this tab, you will find the Contacts and Admin Reminders sections