Track Reminders in One Look Using the Calendar

calendar for reminder on client dispute manager software for businesss

In a world where people do a lot of things daily, it’s no wonder calendars play such a vital role in keeping us organized for startup credit repair business.

 

You can keep track of important dates and events, but have you ever thought about what a calendar can do for your business? Calendars have multiple uses and meanings. 

 

The calendar is the most well-known and extensively utilized productivity tool there. People use calendars for a variety of things, like arranging meetings, remembering birthdays, and planning daily activities.

 

 

Calendars are a terrific method to keep track of our routines and ensure we stick to them. Additionally, it aids with task management and prioritization, particularly while managing a business.

 

The calendar component of the startup credit repair business is advantageous since it allows you to manage your to-do list, keep track of deadlines, and perform many other things.

 

To access the calendar feature in the startup credit repair business, you need to go to the company tab.

dashboard on client dispute manager software for business

 

Then under the company menu options, click calendar.

menu options on credit repair software for business

 

Once done, you will be routed to the calendar screen, where you can set reminders for each customer in the software.

calendar screen on startup credit repair business

 

We have some training videos here for your reference.

training videos on credit repair software for business

 

These are the color indicators to inform you if the reminder is scheduled, read, and past due.

calendar for scheduling on credit repair software for business

 

Click this icon to change the calendar page from one page to another.

page change icon on startup credit repair business

 

You have the option to select whether you want to view the calendar on a monthly, weekly, or daily basis by choosing this button.

sort on calendar for credit repair software for business

 

To set up a new reminder, pick a date for the reminder in the calendar section.

pick a date for reminder on Client Dispute Manager Software for Business

 

Then a popup box will show where you can add a new reminder.

add a new reminder popup box on credit repair software for business
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To choose a customer for whom you will set up a reminder, click this section.

customer section on startup credit repair business

 

Then you can put the title of the reminder here.

title reminder on client dispute manager software for business

 

Here is where you can see the date you set up the reminder.

date reminder for credit repair software for business

 

In this section, you can set up the time for the reminder.

time reminder for credit repair software for business

 

Here, you can set it to be a recurring or just a one-time reminder.

one-time reminder on credit repair software for business

 

You can also put the end date for the reminder.

end date reminder on startup credit repair business

 

Then once you are done, click the save reminder button.

save reminder button on client dispute manager software for business

 

Below the calendar, you will see a table where you can check all the reminders you set up.

reminders section on startup credit repair business

 

When it comes to productivity and time management, calendars are a given . Without an efficient calendar management system, you won’t get very far. So start with a few of these suggestions using Client Dispute Manager Software and maximize the calendar feature of the software. 


Bonus
: Now that you have read this article, why not take your new skill and start your own credit business helping others? We have free training that can help you do just that.
Click here to learn more.

 

 

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