Working reminders and tasks
Reminders pitch bont schedules off the back of replies and sequence steps; how to read them, complete them, and snooze.
pitch bont generates reminders and tasks automatically — when a lead asks to be contacted in two weeks, when a sequence step requires a manual LinkedIn touch, when a positive reply hasn't been followed up in 48 hours. They surface in a single Reminders queue alongside the pitch inbox.
Reading the queue
- Reminder list — sorted by due date, oldest at the top.
- Type — Follow up, Manual touch, Wait-and-check, Re-engage.
- Lead — name plus the campaign the reminder relates to.
- Due — when the reminder fires. Overdue items are red.
Actions
- Open — jumps to the lead's profile so you can see context.
- Complete — mark done. Removes from the queue.
- Snooze — push by a day / week / custom date.
- Skip — for reminders that no longer apply (lead already replied elsewhere).
Tips
- Clear the queue weekly — leaving items overdue lets pitch bont lose track of what's still alive. Either complete or snooze.
- Bulk-snooze — multi-select rows when a holiday or hiatus means none of them apply.