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  1. In addition to reminder emails BEFORE a meeting, ability to create email templates leveraging dynamic tags to go out AFTER a meeting is completed. For example, a thank-you email which includes attachments, or whitepapers, etc.

    40 votes

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    2 comments  ·  Reminders  ·  Admin →
  2. Allow a rep to send a manual reminder. There are times where it may be necessary to manually be able to send a reminder to specific clients to specify meeting details. having to go in and set up a specific time to send is more of a hassle than being able to simply click 'Send' on a reminder.

    2 votes

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    0 comments  ·  Reminders  ·  Admin →
  3. Have the ability to duplicate Reminders to reduce time to recreate. Our Reminders are very similar, just with different time variables, so this would save a lot of set up time.

    10 votes

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    1 comment  ·  Reminders  ·  Admin →
  4. If someone schedules a meeting for a Monday, it would be nice to have the capability to send the reminders on the Friday before.

    3 votes

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    0 comments  ·  Reminders  ·  Admin →
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