Your Revamp CRM account helps you keep up with your Tasks worry-free through the Reminders feature.


Hover over the Gear Icon next to your profile picture and choose Settings

On the Settings page, click on Reminders



Choose which Reminders you want to enable and click Save

 


You can choose to get a daily reminding email of the same day tasks, get the reminder on your 'Tasks' page, or you may Add reminders to 'Tasks' when a Deal passes its expected closure date. Also you can set a reminder to 'Tasks' when an invoice hasn't been fully paid for more than 30 days. Click Save to activate your reminders.