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Upcoming Reminders Widget

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Table of contents

Engage+

The Upcoming Reminders widget on your dashboard surfaces the next 5 reminders you've set across all leads, sorted by scheduled time. It's a constant nudge for the follow-ups you've committed to — the calls and emails you already promised future-you to handle.

Where the Widget Lives #

The widget appears on the right column of your dashboard, directly under the change signals area. Trial and Scout users see an upgrade nudge in the same spot — reminders are an Engage+ feature.

What Each Reminder Shows #

Each row in the widget is compact but information-dense:
  • Action icon on the left — phone, email, drop-in walking icon, or follow-up arrow
  • Carrier name — the lead the reminder is for
  • Scheduled time — in your timezone, formatted as "Mar 14, 9:30 am"
  • Relative time — in parentheses, e.g. "in 2h 15m" or "3d"
  • Overdue marker — bright orange when the reminder time has passed and the reminder isn't complete

Reminder Action Types #

Action typeIconWhen to use
Call BackPhonePromised to call back at a specific time.
Send EmailEnvelopeFollowing up on a previous email or sending a quote.
Drop InWalking personVisiting the carrier in person on your route.
Follow UpCurved arrowGeneric check-in — everything else.
Action type changes the icon and color

Pick the action type that matches what you're going to do. The widget uses different icons and color accents per type so you can visually scan for the right kind of follow-up.

Counter & Ordering #

When you have any pending reminders, a small badge appears in the widget header showing the total count. The widget itself shows up to 5 at a time, ordered by:
  • Reminder time, ascending — nearest in the future first
  • Overdue reminders bubble up — an overdue reminder from yesterday is more urgent than an upcoming one next week
  • Pending status only — completed reminders drop off the widget
More than 5 reminders?

If you have more than 5 pending, only the next 5 show. To see the full list, go to the Pipeline tab — the kanban board shows all reminders in a dedicated section.

Empty State #

When you have no pending reminders, the widget shows a quiet empty state with a struck-through bell icon and "No upcoming reminders". This is a feature, not a bug — an empty reminder widget means you 're caught up.

Marking Reminders Complete #

The widget itself is read-only. To mark a reminder complete:
Open the lead

Click the carrier name in the widget to open the lead detail panel.

Find the reminder

The Reminders section in the panel shows all reminders for that lead.

Click Complete

Mark the reminder done. Status changes from pending to completed.

Or do it from the kanban

The Pipeline tab's reminders section also lets you mark complete with one click.

Reminder Notifications #

In addition to the dashboard widget, every reminder also triggers a notification at the scheduled time:
  • Email reminders — sent to your reminder email address (set in Profile)
  • SMS reminders — sent to your reminder phone number (set in Profile)
  • Both formats include the carrier name, lead phone if available, and a quick link to the lead in the portal
Set your reminder contact in Profile

If you haven't set a reminder email or phone in Profile settings, reminders will still appear in the widget but no notification will fire. See 4.6 Setting Reminders for the setup walkthrough.

Updated on April 29, 2026
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