Adding Tracks (Grouped Reminders)

Tracks let you add a group of Reminders. Say you have a Track for Appraisals that has several Reminders - like follow up calls, sending a letter, etc. Adding the Track will add all Reminders at one time. For more info on building Tracks, see Tracks: Adding a Track

Adding a Track to a Record

To add a Track you need to:

1. From the record you want to apply it to, go to the Reminders tab
2. Click Add Track +
3. Choose the Track you wish to use under Track Name
4. Choose a Start Date
5. Choose a Related Contact
6. Click Save