Make the deadline clear.
Enter the task, due date, priority and owner.
See the actual stepsFollow-up tasks and reminder rules
Your next contact.Schedule a specific day.
Turn 'remember to contact them' into work assigned to a person and a date.
No reminder rules currently exist. Only the original entry point was opened. No rule or in-app task was created, and no external reminder sent.
See this feature's highlights.
real work.
Details worth exploring.
Assign the owner.
Preview customers matched by reminder rules, then execute manually.
See the actual stepsLeave a conclusion when finished.
Complete the task and record its conclusion so the next person has evidence to continue.
See how to checkMake the deadline clear.
Assign the owner.
Turn 'remember to contact them' into work assigned to a person and a date.
This feature's focusNext step
Turn follow-up from memory into a specific plan
How the feature works. Actual results depend on information, permissions, and service requirements.
When to use it
Prepare first.
Make this task specific.
When a follow-up needs a specific owner and date, turn the next contact into a task that can be completed.
Task arrangements
description, due date, priority and owner.
Rule evidence
reminder conditions and the customers matched in the preview.
Complete steps
From the start.
To the next step.
Assign tasks, deadlines, priorities and owners, and record conclusions on completion. Preview customers matched by reminder rules, then manually run them to generate internal tasks. This does not mean external SMS is enabled.
01
Enter the task, due date, priority and owner.
02
Preview customers matched by reminder rules, then execute manually.
03
Complete the task and record its conclusion so the next person has evidence to continue.
Explore the real interface further
A closer look at details.
The work, opened up.
Subject, body, and actions are blank. No record saved or task created. This shows the original input entry only. It does not send messages and contains no AI analysis result.
Explain the feature through real work
This time.
a specific day.
Suppose you need to follow up on customer feedback after sending samples.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultSimply say in chat, 'Ask again in a few days.'
Create a specific task and owner, then record the actual conclusion after completing it.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Make the deadline clear.
Turn 'remember to contact them' into work assigned to a person and a date.
Preview customers matched by reminder rules, then execute manually.
3 key points.
After confirmation, continue.
- Preview the rule first, then have the user execute it manually.
- Check again whether each matched customer really needs that action.
- The result is an in-app task; it does not mean an external text message has been sent.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Connect the work from step to step
Make this step clear.
Connect the next step.
Connect the task result back to customer communication and opportunities, rather than closing the task without a business record.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Reminder rules create in-app tasks. They do not mean external SMS or other notification channels are available.
Product facts and FAQsBack to the product feature directoryMore details in this product
Teams and customer assignment
Clear customer ownership and member roles help several people continue the same business.
Explore this feature on its own