FAQ-017-OPPORTUNITIES-How to schedule a reminder?

• In the « Opportunities » module, select the customer for whom you wish to schedule a reminder. To do that, enter their name in the search bar located at the top centre of the screen.

• All the opportunities created with this customer will be displayed. Enter the number of the opportunity that you are dealing with to find it. 
• Then click on the customer's name to open it.

From the opportunity, click on the button “Follow-up with the customer” to schedule a reminder.

2.Processing the reminder

• A new window which title is “Remind Customer XXX on opportunity No. XXX” will then open. 
• Start by stating the purpose of this reminder (1) in the field provided for this purpose. 
• The reminder will automatically be assigned to the person dealing with this opportunity. Managers can use the « Assign to » drop-down menu to assign it to a different staff member (2). 
• Then use the “Schedule for” field to specify the date of this reminder.(3) 
• Once you have filled in all the necessary fields, click on the « Create reminder » button at the bottom of the window to schedule it.

The reminder appears on the calendar located on the homepage of the relevant employee.

• You can modify this reminder (date and/or target) (1)
• If not, fill in the report (2) prior to “Closing the event”.

3. Notes.

• The software will display notifications to remind you to contact a customer again. 

• To view notifications, click on your initials in the top right corner of the OpenFlex home screen, then select Notifications.

Example: