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Adding a Reminder to a Proposal's Activity Log

The activity log helps you determine what events happened on a specific proposal. This shows you when a proposal has been viewed, updated, etc. For more information on the Activity Log, see the article here.

You may also add a reminder here for yourself (internal) just in case you need to follow up with the customer or remind yourself of any other task related to that customer or proposal

Setting a Reminder from the Activity Log

  • Select your proposal from the "Proposals" list view:

  • Then, go to the "Activity Log" which is located on the top-right corner of the proposal after you click into it:

  • From the same corner, click the "+" icon:

  • Write the description to add the content of your reminder

  • Check the "Enable Reminder" tick box

  • Select the date for this reminder

  • Hit "Create"

  • This will send you/the creator of the proposal a reminder email notification just as an accepted or sent proposal would.

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