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How to send a reminder to users to add follow up notes for meetings?

Question asked by Andrew Smith on May 31, 2017
Latest reply on May 31, 2017 by André Lopes

Users have stated that they have trouble remembering to leave follow up notes for their scheduled meetings in Sales Connect. Is there a way to send an email or mobile app notification to a user reminding them to leave follow up notes based off the meetings already entered in Sales Connect?

 

So if a user entered a meeting Sunday night to take place Tuesday from 1-3 pm, they would receive a notification to leave follow up notes for the meeting at 3:05.

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