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Remind your employees to update their profile
Remind your employees to update their profile

When to update the profile. When the estimated closed date is coming up.

Rania Haddad avatar
Written by Rania Haddad
Updated over a week ago

You can remind users when they need to perform certain tasks in Cinode. Reminders are sent automatically via e-mail to affected users, and they can choose to turn off notifications for reminders of a certain type under their account settings.

You can choose to

  • Remind employees to update their profile and choose an Update interval. Choosing for example 'every three months' will trigger an e-mail notification to the user.

  • Remind sales responsible when the estimated close date is coming up for a deal. Select a Number of days in advance for example 15, this will trigger the sales responsible for email notification 15 days in advance of the estimated close date.
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