You've sent messages to prospects in Sherpa, here is how you can learn to create a reminder for a follow-up!


1. Navigate to a prospect page

2. Select the three dots to view additional options within the prospect page

3. Click on the reminder field

4. Select the agent you would like the email to be sent to

5. Choose the date and time you would like the reminder to be generated, select save


To see how we do it, watch this YouTube video.