How to create an automatic lead reminder
Creating an automatic reminder for a lead in Bitrix24 involves opening the lead in CRM, adding a scheduled activity, or configuring a CRM Automation robot with a 3-day delay. The process requires 10 to 15 minutes of setup. In Teeo you simply state the lead name and reminder timeframe.
How to do it in Teeo
“Create an automatic reminder for lead John García in 3 days for follow-up”
The reminder is set. You will receive an automatic notification on the specified date.
How to create an automatic lead reminder in Bitrix24: step by step
Requirements
- ·Bitrix24 offers three ways to create reminders on a lead: add an Activity from the lead's timeline, create a Task with a deadline linked to the lead, or use CRM Automation with the 'Add Task' robot with a configured delay.
- ·The simplest option is to use the lead's Timeline to schedule a call or meeting with a future date, which automatically generates a notification.
- ·CRM Automation allows creating robots that add tasks automatically after a configurable number of days, but requires CRM+ or higher plan for time-delayed robots.
Log in to Bitrix24
Go to your Bitrix24 domain and enter your credentials. You need access to the CRM module to manage leads.
Access CRM > Leads
In the left navigation bar, click 'CRM' and then select 'Leads'. A list of all your leads will be displayed.
Search for and open lead John García
In the lead list, use the search bar at the top or apply a name filter. Type 'John García' to locate the lead. Click on his name to open the detailed lead record.
Locate the activities section in the timeline
In the lead record, scroll down to the 'Timeline' or 'Activities' section. This section shows the interaction history and allows scheduling future activities.
Click 'Schedule activity' or 'Add activity'
In the timeline, click the 'Schedule call', 'Schedule meeting', or 'Add activity' button. The activity creation form will open with options for type, date, and description.
Select the activity type and configure the reminder
Choose the activity type: 'Call' for a follow-up call reminder. In the date field, set the date 3 days from today. Enter a clear description: 'Follow up with John García — check interest in proposal'.
Assign the responsible user and enable notification
In the 'Responsible' or 'Assigned to' field, verify the correct user is assigned. Enable the notification or reminder option if available. Bitrix24 will automatically send an internal notification to the responsible user on the activity date.
Save the scheduled activity
Click 'Save' to save the activity. It will appear in the lead's timeline with the scheduled date. The responsible user will receive an automatic notification on the specified date to follow up with John García.
Frequently asked questions
How can I create a follow-up reminder on a Bitrix24 lead?
The most direct way is to open the lead in CRM > Leads, go to the Timeline section, and use 'Schedule call' or 'Add activity'. Select the reminder date and assign a responsible user. Bitrix24 will automatically send an internal notification when that date arrives.
Can I automate reminders for all new leads in Bitrix24?
Yes, using CRM Automation. Go to CRM > Automation > Leads and create an 'Add Task' or 'Send notification' robot with a configured delay (e.g. 3 days after lead creation). This requires the CRM+ plan or higher for time-delayed robots.
What is the difference between an activity and a task in Bitrix24 leads?
Activities (calls, meetings, emails) are logged in the lead's timeline and generate simple notifications. Tasks are more complete work items with detailed descriptions, checklists, and status tracking. Both can be used as reminders, but tasks provide greater control over the follow-up process.