Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
Agenda Assistant
An automated administrative assistant—Agenda Assistant will send To-Do's, Appointments, Birthdays and Special Event reminders to a specified email address.
- Select the Settings Gear Icon located in top navigation bar.
- Navigate to Agenda Assistant.
- Select the reminder items.
- Add an email address to send reminder to.
- Schedule when to send.
- Save.
