Access Leads Section
Log in to the platform
Go to "Leads" from the sidebar menu
Open Lead Profile
Search for the lead using:
Search bar (by name/phone)
Filters (by status/source)
Click the lead's name from the list
Initiate Reminder
Click the "Reminders"
Set Timing
Choose date from pop-up calendar
Set precise time (AM/PM)
Select Recipient
☑️ Team Member/ user
☑️ Client/ lead
Add Details
Write clear notes (e.g., "Follow up on contract signing"
Save Reminder
Click "Save" to save and proceed the reminders.