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Getting started

See what needs your attention

See every reminder in one list: follow-ups due, unanswered messages, overdue invoices and more.

Where to find it: Top bar → bell For everyone 1 min

The steps at a glance

1Tap the bell2Work through thelist
Step 1 of 2
  1. Tap the bell at the top. The red number is how many reminders need you.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘K🔔 3Command Centre🔔 3
  2. You land on Needs your attention. Filter by Urgent, Soon or For your info, and tap one to open it.

    companyflowhq.com/appCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsCommand CentreSearch ⌘KUrgentSoonFor your infoInvoice INV-0042 is overdueUrgentCommand CentreUrgentSoonFor your infoInvoice INV-004…Urgent

✅ How do I know it worked?

  • The number on the bell goes down as you deal with things.

⚠️ Common mistakes

ProblemA reminder keeps coming back.FixFinish the task (e.g. log the call or tick the follow-up) — reminders clear themselves.

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