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Reminders List

# Status Company Name Contact Name Date Time Remaining Notes Actions
{{reminder.count}} {{reminder.record_state}} {{reminder.company_name}} {{reminder.contact_name}} {{reminder.reminder_date}} {{reminder.time_remaining}} {{reminder.note}}  Edit  Delete
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  {{loading_message}}
 PhoneThrob Setup Required
Incomplete
 PhoneThrob Setup Recommended
Partial
 PhoneThrob Setup Complete
Complete

 
Attribute Setup
Attributes allow you to effectively create visual tags to mark a company or a contact in a specific way. Typical company attitbutes would be 'Head Office', 'LinkedIn' or 'Priority Account'.

We recommend a minimum of {{attributes.recommended}} attributes.
You have defined {{attributes.count}}.

Ask your administrator to finish the setup process.
 
Contact Type Setup
Contact types allow for custom contact types which provide a richer tracking of the methods used to contact your sales leads. Typical contact types are 'Email', 'LinkedIn' or 'Phone Call'.

We recommend a minimum of {{contact_types.recommended}} contact types.
You have defined {{contact_types.count}}.

Ask your administrator to finish the setup process.
 
Contract Stage Setup
Contract stages allow for custom definition of your companies contract stages from intiial to signed. If you plan on using PhoneThrob for managing the contract process then this is a requirement. We *strongly* recommend that you set this up even if you are not planning on using PhoneThrobs contract management at first.

We recommend a minimum of {{contract_stages.recommended}} contract stages.
You have defined {{contract_stages.count}}.

Ask your administrator to finish the setup process.

 
Company Grades
Company grades allow you to classify your company records into discrete categories which allows you to sort and search based on grade level. Typical grades defined are 'A', 'B', 'C', etc... but you can define them any way your company does: 'Priority', 'Elite', 'Preferred'....

We recommend a minimum of {{grades.recommended}} grades.
You have defined {{grades.count}}.

Ask your administrator to finish the setup process.
 
Location Type
Location types allow you to customize the company locations into things like 'Head Office', 'IT Office', 'Service Location' etc...

We recommend a minimum of {{location_types.recommended}} location types.
You have defined {{location_types.count}}.

Ask your administrator to finish the setup process.
 
Sales Stage Setup
Sales stages allow you to custom define the stages of sales that your company uses to track pipelines. Typically we see sales stages like 'Initial', 'Progressing', 'MSA', etc...

We recommend a minimum of {{sales_stages.recommended}} sales stages.
You have defined {{sales_stages.count}}.

Ask your administrator to finish the setup process.
 
Sales Regions Setup
The sales regiosn define the sales regions your sales team is allowed to sell within.

We recommend a minimum of {{sales_regions.recommended}} sales regions.
You have defined {{sales_regions.count}}.

Ask your administrator to finish the setup process.