# Follow up Reminders

{% embed url="<https://www.youtube.com/watch?index=25&list=PL_mXt9Feb5r4svD3sCm_ZUrH3sMV6OWfk&v=D_anhrcwqCo>" %}

To set follow up reminders for your customers follow the below steps,

**Step 1:** Click on Party option which is on dashboard and then select Party name

**Step 2:** Click on **Set Follow up (+)**

**Step 3:** Enter Title , Set follow up Date and Time and the owner of that meeting

**Step 4:** Save.

**Step 5:** To view all follow up list go to **Sales Team** tab

**Step 6:** Select **Follow up** option

**Step 7:** There you will find all the list of meetings scheduled, You can also filter it by Sales person.

**Step 8:** Done.&#x20;

**Note**: You will get a reminder notification of your scheduled meeting on the respective date and time.


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