You have the ability to set up notes and reminders to notify you to complete a task at a specific date/time. To set up a note/reminder to email you, follow these instructions:
- Sign in to your Point2 account at login.point2.com
- Click Prospects/Manage prospects from the top menu
- Click Prospect's name/View Prospect
- Click Notes and Reminders
- Click Add Note/Reminder
- Here you can add notes.
- To add reminders, click on Add Reminder
- Fill out the time and date when 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.