Lightweight reminders tied to a contact; a nightly job flips past-due ones to Overdue so nothing slips.
Schedules are quick reminders on a contact with a date, owner, status and note. A nightly command flips anything past due to Overdue, and entries also appear on the lead timeline.
What’s included
- List, Kanban and summary cards
- Create straight from a lead's timeline
- Nightly overdue sweep