Reminders

Neptune CRM Location: Side Nav -> Reminders

Reminders help your team plan a follow-up against a customer or lead. Each reminder has a due date, an assignee, and a link back to the related record.

Use a reminder for a simple follow-up that belongs in the record’s comment history. Use a Planner task when the work needs a start and end time, several assignees, forms, or job scheduling.

Create a reminder

Open the customer or lead.
Select the Comments tab.
Enter the follow-up details in Add a comment.
Expand Reminder details.
Choose the Due date.
Select the person responsible under Assigned to.
Optionally use Notify others to let additional team members know about the reminder.
Click Save comment.

Adding a due date turns the comment into an active reminder. The reminder appears in the record’s Comments tab and on the assigned person’s Reminders page. When you assign it to another person, Neptune notifies them. Anyone selected under Notify others also receives an FYI notification.

To add a normal comment instead, leave the due date empty.

Review active reminders

Open Reminders from the Side Nav. Neptune initially shows reminders assigned to you, ordered by due date.

In List view you can review:

The reminder text and related customer or lead.
The due date and assignee.
Who created the reminder and when.

Use the date filters to focus on Overdue, Today, This week, Next week, This month, or Next month. Select All to remove the date filter.

If your role allows it, use Reminders for to view another team member’s reminders. You can also include inactive users when you need to find reminders that were assigned before a user was deactivated.

Select Calendar to see active reminders by due date. Click a reminder to review its details.

The Reminders card on the Dashboard also summarises overdue, due today, upcoming, and total reminders for the selected user. Click the card title to open the Reminders page.

In List view, click the customer or lead name in the Record column. This opens the record so you can review its history or complete the follow-up.

Complete a reminder

Open the related customer or lead.
Select the Comments tab.
Find the reminder and click its blue calendar icon.
Click Mark as complete.

The reminder is removed from the active Reminders page. It remains in the record’s Comments history with a grey calendar icon, so the team can see that it was completed.

Remove a reminder from the Reminders page

You can also close an active reminder directly from the Reminders page:

In List view, click the delete button and confirm.
In Calendar view, click the reminder, then click Delete and confirm.

This removes the reminder from the active list.

Create reminders automatically with sequences

A sequence can create a reminder after a planned delay. Assign the reminder step to the lead or customer owner, or to a specific user. See Sequences for setup instructions.

Sequence reminders appear with other active reminders and are managed in the same way.

Troubleshooting

The reminder was saved as a normal comment

Make sure you selected a due date before clicking Save comment. A comment without a due date is not added to the Reminders page.

I cannot find a reminder

Select All to clear the date filter.
Check that Reminders for is set to the correct person.
Open the related record’s Comments tab. A grey calendar icon means the reminder has already been completed.

I need to change the reminder text, due date, or assignee

Existing reminders cannot be edited. Close or complete the current reminder, then create a new one with the correct details.