Hey there! Welcome to Stamina, where we help you stay on top of your sales game without the fuss. One super handy feature here is setting reminders.
Reminders make sure you never miss a follow-up, a meeting, or any important task. Let’s walk through how to create one in a few easy steps.
How to Set a Reminder in Stamina
Log In & Find Your Dashboard
Start by logging into your Stamina account. Once you’re in, head over to your main dashboard where you can see all your tasks and activities.
Go to the Reminders Section
Look for the “Reminders” tab or button on the side menu. It’s usually easy to spot. Click on it to open your reminders list.
Create a New Reminder
In the Reminders area, find the “New Reminder” button (or a plus sign). Click it to start creating your reminder.
Fill in the Details
A simple form will pop up. Here’s what to do:Title: Give your reminder a short, clear name (like “Call John about proposal”).
Date & Time: Choose when you’d like to be reminded. Just pick the day and time that works best for you.
Notes (Optional): Add any extra info or details if needed. This could be a quick note on what to discuss or any follow-up questions you have.
Save Your Reminder
Once you’ve filled in the details, hit the “Save” button. Your reminder is now set and will show up in your list.
Get Notified
When the time comes, Stamina will nudge you with a notification so you don’t miss your task. It’s like having a friendly tap on the shoulder!
Extra Tips for Using Reminders
Editing a Reminder:
Need to change something? Just click on the reminder from your list, update the details, and save again.Deleting a Reminder:
If you no longer need a reminder, there’s usually a delete option (often shown as a trash icon). Click it and confirm, and it’ll be gone.Stay Organized:
Try setting reminders for key follow-ups, meetings, or any sales activity you don’t want to forget. It’s a simple way to keep your day running smoothly.
That’s it! With these easy steps, you’re all set to use reminders in Stamina. If you have any questions or need a hand, feel free to reach out. We’re here to help you succeed every step of the way. Happy selling!