Chat with Quin in-app

Chat with Quin in-app to update, add, or recall information about a contact by using the input at the bottom of the screen.

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Create a Follow-up Reminder

Go here if you need to setup ongoing cadence reminders.

If you’d like to create a reminder to follow up with someone, you can easily do that by messaging Quin. While Quin will understand a simple reminder request, it can be particular about how requests are phrased (we all have our oddities and this is Quin’s!). So we’d like to help you out with some suggested phrases.

Example with a date:

‍Here we have an example where an advisor wants to create a reminder for August 30 to follow up with a client who is doing the Ironman. When creating a reminder, make sure you keep the “Remind me on…” request with the date of the reminder “August 30,” like in the following statement:

“Remind me on August 30 to touch base with John about his Ironman training.”

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Example without a date:

If you’d simply like to be reminded to follow up at a future time with a client, you can also do that. Quin will just respond back with some options on when that reminder should occur.