While creating a task or event in CRM, you can set a reminder for it. There are two options for reminders:

• Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails.
• Alert through Pop-up - On selecting this option, you can receive pop up reminders for your tasks or events.

To set reminders for tasks

1. In the Activities tab, click on the task for which you want to set reminders.
2. In the Task Details page, click Edit.
3. Select the Remind At check box and do the following:
   1. Specify the time when you want the reminder.
   2. Specify the recurrence pattern. (Daily, Weekly, Monthly, etc.)
   3. Choose Alert Through Email or Alert Through Pop up as required.
4. Click Save.

To set reminders for events

1. In the Activities tab, click on the event for which you want to set reminders.
2. In the Event Details page, click Edit.
3. Select the Remind At check box and do the following:
   1. Specify the interval of time to receive an alert before the event starts.
   2. Specify the recurrence pattern. (Daily, Weekly, Monthly, etc.)
   3. Choose Alert Through Email or Alert Through Pop up as required.
4. Click Save. After creating an event, you can invite users, leads, or contacts for the event by clicking Add Invitees.

Note:

• If an email reminder is set for the event, then the event owner and also the invitees will get email reminders.
• If a pop-up reminder is set for the event, then the event owner and also the users (in your CRM account) added as invitees will get pop-up reminders.