Note: In order to use this functionality, you must be a user of Thryv Business Center. If you are not currently a Thryv Business Center user, Click Here to learn more.

Have an incoming message that you need to respond to, but just don't have the time right now? Thryv makes it easy to set yourself a reminder to get back to that current or future client who sent you a message. This works with any message in the client conversation, incoming or outgoing!

In Thryv Business Center

First, navigate to the client card for this lead or customer, and click on Remind Me In at the top of the client card.

Note: the Remind Me In button will not appear without a message to or from the client. Sending any kind of message, scheduling an appointment, or inviting a client to the client portal, will cause the button to appear.

This will open a new screen that allows you to choose your desired follow up time, or you may simply choose to mark it as a follow up with no reminder to be sent. 
You can also add a note to yourself for a quick recap.

Lastly, click Set Reminder to set the follow up.
You will then receive a notification in your Thryv Command Center inbox at the designated time as a reminder to follow up with your client.

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