CallHippo gives you the option to set call reminders (if enabled) after each call, helping you stay on top of follow-ups and pending conversations. This setting is especially useful for users who need to take quick notes or schedule future interactions immediately after a call.
If you’d like to receive call reminder prompts automatically, simply enable this option in your settings. Don’t need it? You can turn it off at any time.
To update this preference, follow the steps below:
1. Log in to your CallHippo account.
2. Navigate to your profile icon visible on the top right corner of your screen, and then click on the “Profile” button
3. Check the ‘Call Reminder’ option in the ‘Email Notifications’ section.
4. Click on the toggle to enable or disable it.
5. Click on ‘Save’ to finalize the changes.
6. You will receive a confirmation of the changes being saved as “User updated successfully” on the screen.
Additional information:
You have the option to set a Call Reminder for the calls from the call logs or the after-call work screen.
Kindly refer to the Call Reminder article for more details on the same.
It helps ensure that no conversation is left unresolved and keeps your daily workflow organized.
Benefits of enabling Call Reminder notifications for your business:
Timely follow-ups: Easily schedule follow-up actions while the call details are still fresh.
Improved customer engagement: Ensures no leads or customer concerns fall through the cracks.
Better task management: Helps agents and sales reps prioritize next steps right after the interaction.
Reduced manual tracking: Automates the process of scheduling reminders, saving time, and reducing oversight.
Increased accountability: Keeps teams proactive and focused on follow-up actions.
Frequently asked questions:
Q: Does enabling Call Reminder affect other users on the account?
A: No, this setting is user-specific. Each team member can enable or disable it independently.
Q: Can reminders be seen by other team members?
A: No, reminders are private to the user unless manually shared.
Q: I just added a new user, but they’re not seeing call reminder prompts. What could be the issue?
A: Ask the user to go to their Profile settings, enable the Call Reminder option, and click “Save.” Then test the feature by setting a call reminder for any call. If your concern persists, you can reach out to the support team for further assistance.
I hope this helps. If you still face any queries, please feel free to reach out at [email protected]