Home → Membership → Reminders → Creating a prospect reminder schedule
10.4. Creating a prospect reminder schedule
A Prospect Reminder Schedule allows you to automatically generate reminders based on how long a prospect record has remained within a specific Prospect Status.
To create a new Prospect Reminder Schedule, go to the Reminders page. Click the plus icon (+) and choose Add Prospect 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.
Prospect Status
Choose which Prospect Status should be included in this reminder schedule. Example: only create a reminder if the record is Follow Up. Leave blank if the Prospect Status does not matter.
Days in Status
Enter the number of days the prospect must remain in the chosen Prospect 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 Prospect Reminder Schedules.
Prospect Rep
Specify if the reminder should be created only when the record has a particular Prospect Rep. Leave blank if the reminder should apply regardless of which Prospect Rep is assigned.