Scheduling Notes
Scheduling an internal note is a great way to remind yourself or a team member to follow up with a contact or perform a task related to a conversation. To schedule a note within a message thread, click the yellow note icon below your message field then select the clock icon next to the Save button.
After selecting the date and time to schedule your note, click ‘Save’ to confirm. Use the red trash can icon to delete a scheduled note.
- Remember, you can set your conversation filter to show only scheduled messages and notes.
- Questions? You can chat with Captivated's Support team using the "Support" option in the left-hand menu of our app or text Captivated Support at 317.316.3600