Contact Management > Reminders
The CM allows you to add reminders associated with an account or contact as reminders for yourself to complete tasks, appointments, phone calls, emails, etc. You can search through existing reminders using the title, a date range, an account or contact it is associated with, and so on.
Fill in all required information after clicking “Add Reminder,” making sure to assign the task to an account and contact (contact is optional). Set a date and time for completion, the type of appointment, and mark when that task is complete.