Reminders and Due Dates
Aug 17, 2022
Are you tired of having to constantly follow up with people and remind them of what they need to do to? Let Pipeline take care of this!
Pipeline can automatically follow up with step owners using emails, texts, even recorded voicemails, so that you're free to focus on more important things.
Here's how to get started.
Auto-reminders (email, text, and recorded voicemails) can be set for specific steps in a flow.
This is great when only a couple steps in the flow need reminders.
Due dates are set for all steps in the flow.
This is great when you need to track timing from beginning to end.
Email reminders are sent @ 7am ET / 4am PT to ensure that email reminder is at the top in their inbox.