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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

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.

Learn more »

 Due Dates

Due dates are set for all steps in the flow.

This is great when you need to track timing from beginning to end.

Learn more »

Email reminders are sent @ 7am ET / 4am PT to ensure that email reminder is at the top in their inbox.

Next Steps

View How-To »

Learn how to set up email, text, and voicemail auto-reminders for specific steps in your flow.

View How-To »

Learn how to set auto-calculated due dates for all steps in your flow.

View How-To »

Automatically send personalized email notifications as part of your flow, using email-only steps.