Create a reminder
- Open a lead card, select the reminder action and enter a clear task.
- Choose a valid date and time in your organization's timezone.
- Save and check the upcoming/overdue reminder surface.
- Mark the reminder done after completing the action, or reschedule it if necessary.
Record a call
Use the lead's Call action to store call outcome, relevant notes and duration when available. This manual CRM activity is distinct from the Android Call Intelligence companion, which synchronizes supported device events.
Scheduling checks
- Confirm the intended day, time and timezone; do not guess an ambiguous customer time.
- Check available Calendar slots before promising an appointment. A reminder is not itself a Calendar booking.
- Existing event dates and reminders can change when an appointment is rescheduled.
- Keep human commitments in the CRM as documented, not just in chat text.
Notification not visible?
Verify the reminder saved, its due date is correct, the intended user has access, and browser notification preferences if relevant. A missing notification does not necessarily mean the reminder record is missing. Check SHVYA Calendar for appointments.