CRM Reminders
The Reminders board is Pipeline’s built-in CRM tool for managing follow-ups, customer engagement, and task tracking.Accessing Reminders
Click Reminders in the top navigation bar to open the reminder board.Reminder Board Layout
Screenshot: The Reminders board showing the section headers (Overdue, Due Today, Upcoming, Open Tasks) with count badges, the “My Reminders / All” toggle, and several reminder cards with titles, due dates, and priority indicators.The board organises reminders into sections by status:
- Overdue - Reminders past their due date (with count badge)
- Due Today - Reminders due today (with count badge)
- Upcoming - Future reminders (with count badge)
- Open Tasks - Active tasks (with count badge)
- Completed - Finished reminders (shown when the “Show Completed” toggle is on)
Filtering Reminders
- My Reminders / All - Toggle between viewing only your reminders or the entire team’s
- Show Completed - Toggle to reveal or hide completed items
Creating a Reminder
- Click Create New
- Fill in the details:
- Title (required) - e.g., “Follow up on trial feedback”
- Description - Additional context (optional)
- Due Date - When the reminder should trigger (optional)
- Priority - Low, Normal, or High
- Assigned To - Select a team member from the dropdown
- Company - Optionally link to a CRM company
- Click Save
Managing Reminders
- Click a reminder to edit its details
- Mark a reminder as complete when the follow-up is done
- Reminders past their due date automatically appear in the Overdue section
CRM Item Board
The reminder board also includes a CRM item view with colour-coded expiration indicators:- Green - Not expired, on track
- Amber - Warning, approaching expiration
- Red - Overdue or expired