Adding a reminder to a lead

You can add a reminder to call a lead back at a certain time. You will receive the reminder via email and or text, depending on how your "Lead Delivery Options" are configured and a popup while logged into LoanTek.
 
Go to Leads>Current Leads. Click the name of the lead you'd like to add a reminder to. Once in the lead, click the "Tasks/Notes" tab. Select the "Task/Note Type." Check the box next to "Add Reminder?" and select the date and time of you'd like to receive the reminder. Type in the "Comments" field, then "Save Task."
 
If you opt to "Export To Outlook," your popup blocker may catch it. 
 
 

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