Meeting Reminders

Smart CRM & Sales Hub Account & Settings
1

With the ability to add meeting reminders when booking a meeting through the CRM, which is a great addition, I had a few questions.

1) Is there a way to see what you have those meeting reminders set to? For example, I book a meeting with potential client and set a meeting reminder for 3 days and 1 hour prior to the call. Can I see that information once the invite has been sent through to ensure I don’t send another reminder?

2) Is there a way to go back to previously scheduled meetings and add the automated meeting reminder? Ie. I have a meeting scheduled for December 5th. Can I go back to that invite and add the automated meeting reminder?

Thanks!

2

Hey @CLopez04

Once you turn On and set reminders the reminders will be sent according to the settings mentioned here and you can customize it to send reminders according to your preferences regarding questions you can always check contacts or company records activities to whom you have sent the meeting reminders to confirm whether a reminder is sent or not? : Turn on meeting reminders by default

Let me know if you have any follow-up questions.
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