How to set reminder via URVA Connect?
Users can set reminders in URVA Connect app for a meeting with a customer. Very easy to use and quick to implement.
Reminders can be set as per steps below:
- From Home page, go to Customer chat.
- Click on Customer's Name to view his profile.
- Under Timeline tab, click on the icon on bottom right screen.
- Now click on Clock icon Set a Reminder option.
- Now add reminder.
- Add Name of the Reminder.
- Select Date and Time of meeting.
- Add Location.
- Also you can add your team memebr by clicking on Tag Team option.
- In the end, add description and Save.