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Reminders to contact prospects

You have the ability to set up reminders to notify you to complete a task at a specific date/time. To set up a reminder to email you, follow these instructions:

  • Sign in to your Point2 account at www.point2.com
  • Click Prospects from the top menu
  • Click View Prospects

  • Locate the prospect and click the prospect name
  • Click Notes

  • Click Add Note 
  • Fill out the necessary fields
  • Click Save 
  • Click on Manage to the left of the note that you just created 

  • Click Add Reminder 
  • Fill out the time and date that you would like to be sent the reminder
  • Enter the message that you would like to appear in the reminder 
  • Click Save

You will receive an email on that date and time specified with the message that you entered into the reminder.

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