Will I receive a Calendar notification for a closed Lead?

Will I receive a Calendar notification for a closed Lead?

Will I receive a Calendar notification for a closed Lead?

Calendar Notifications for Closed Leads

Notification on Closed Leads:

You will receive an email notification for any calendar event created, even after the lead is closed. This ensures that all scheduled follow-ups or meetings are not missed, maintaining consistency in client interactions.

How to Add Calendar Events:

  1. From Reminder Section:

    • Add the event directly from the lead screen's Reminder section.

  2. From Calendar Screen:

    • Navigate to the Work section and create an event, linking it to the respective lead.

Why This Matters:

Ensuring calendar notifications are received even for closed leads helps in maintaining consistent follow-ups and meeting schedules.


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