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.
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.
Remind an agent when an idle task is DUE
Remind an agent when a task is OVERDUE
Remind an agent when an idle task is DUE
Remind an agent when a task is OVERDUE
Remind an agent when a task is DUE
Remind an agent when a task is OVERDUE