How do I add a "To-Do" reminder to a playbook?
For more information about Sales Playbooks from a user perspective, see How do I use a Playbook?Setting a “To-Do” reminder in a sales playbook (contact-wise view)
Select a step from the steps drop-down menu
Enter a Date and Time, and then click “Save”.
Setting a “To-Do” reminder in a sales playbook (step-wise view)
Go to the step that you wish to set a reminder for and click on the “Set TO DO” button
Enter a date and time, and then click “Save”
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