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12.5. Creating a service growth reminder schedule

A Service Growth Reminder Schedule allows you to automatically generate reminders based on how long a service growth item has remained within a specific Service Growth Status.

To create a new Service Growth Reminder Schedule, go to the Reminders page. Click the plus icon (+) and choose Add Service Growth Reminder Schedule from the dropdown.

Complete the fields:

 

Reminder Name

Enter a clear, descriptive name for the reminder that will be created. Example: “3-Day Follow-Up”.

 

Priority

Choose the priority level for the reminder (Low/Medium/High). Use High for urgent follow-ups and Low for general check-ins.

 

Assigned To

Specify who the reminder should be set against, whether a specific staff member or globally.

Selecting a staff member means the reminder will be added to their My Reminders list.

Leaving Assigned To blank means the reminder will be set globally and will appear in the Global Reminders list.

 

Service Growth Status

Choose which Service Growth Status should be included in this reminder schedule. Example: only create a reminder if the record is Follow Up. Leave blank if the Service Growth Status does not matter.

 

Service Growth Type

Choose which Service Growth Type should be included in this reminder schedule. Example: only create a reminder if the record is Membership Upgrade. Leave blank if the Service Growth Type does not matter.

 

Days in Status

Enter the number of days the prospect must remain in the chosen Service Growth Status before a reminder is created.

This allows scheduling such as:

A reminder after 3 days in Follow Up (e.g., “Follow up with prospect – Medium priority”),

Another reminder after 7 days in Follow Up (e.g., “Urgent follow up – High priority”).

This is the core timing rule for Service Growth Reminder Schedules.

 

Service Growth Rep

Specify if the reminder should be created only when the record has a particular Service Growth Rep. Leave blank if the reminder should apply regardless of which Service Growth Rep is assigned.