Agent Reminders

Ensure your agents stay up-to-date on their idle and overdue tasks. Agents can personalize whether they receive reminders via email, text or both.

If you would like to keep task notifications on at all times, uncheck the checkbox below. Agents will not be able to turn off their task reminders.


Schedule Reminders

Customize when agents receive reminders about tasks which have not yet been completed. Task reminder schedules are based on priority-level, which is set for each task within a deal.

High Priority Tasks

Remind an agent when an idle task is DUE

Add Another Reminder

Remind an agent when a task is OVERDUE

Add Another Reminder


Normal Priority Tasks

Remind an agent when an idle task is DUE

Add Another Reminder

Remind an agent when a task is OVERDUE

Add Another Reminder


Low Priority Tasks

Remind an agent when a task is DUE

Add Another Reminder

Remind an agent when a task is OVERDUE

Add Another Reminder