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Adding a Reminder to the Proposal Activity Log

Proactively set a one-time reminder in the Activity Log

Updated over 3 months ago

See Activity Log to navigate to this area.


  • Navigate to a previously sent proposal > click it to see the proposal overview > select the activity log icon in the upper right

  • Select the plus button

  • Set a reminder description

  • Enable the reminder

  • Set a reminder date

This will only email the team member who sent the proposal.


If you are looking for recurring reminders, see Automations.

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