Setting a Reminder

Open the opportunity you would like to set the reminder for.

In the bottom right corner of the section with the opportunity individual's name, click the bell icon. 🔔

In the Edit Reminder window, you may:

• Select the calendar icon (🗓️) to choose a different date.

• Select theｘicon (ｘ) to cancel creating the new reminder.

• Select the check mark icon (✓) to confirm and create the new reminder.

• Select the muted bell icon (🔕) to remove an existing reminder.