How to create an automatic lead reminder
In Close CRM, reminders for leads are created as Tasks within the lead record. You can schedule a task with a specific date and time, and Close will send you a notification when the time comes. The process takes 5 to 10 minutes per lead. In Teeo, you tell the assistant who and when to remind, and the reminder is scheduled instantly.
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 Close: step by step
Requirements
- ·In Close CRM, reminders are created as Tasks within the lead record.
- ·Close sends Task notifications via email and in the app when the scheduled date arrives.
- ·Tasks also appear in Close's Inbox view for the team to manage.
Log in to Close CRM
Go to app.close.com and enter your credentials.
Search for and open the lead John García
Use the global search bar at the top of Close. Type 'John García' and click on the result to open their record.
Click 'Add Task' inside the lead
Inside John García's record, find the 'Add Task' button or task icon in the activities panel. Click it to open the task creator.
Write the reminder description
In the task text field, write: 'Follow up with John García'. Be specific about the follow-up objective to have context when you receive the reminder.
Set the date: 3 days from today
In the date selector, choose the date that corresponds to 3 days from today. If today is June 22, the reminder date should be June 25.
Set the reminder time
Select the time at which you want to receive the notification. It is recommended to set it at the start of your workday (9:00 AM) so it is available early.
Save the Task
Click 'Save Task' or 'Create Task'. The reminder will be scheduled and will appear in your Close Inbox and in the lead's activity feed. You will receive a notification on the configured date and time.
Frequently asked questions
How does the reminder system work in Close CRM?
In Close CRM, reminders are implemented as Tasks within the lead record. Each Task has a due date and time. When the time comes, Close sends a notification within the app and, depending on settings, also by email. Tasks appear in Close's Inbox to facilitate daily follow-up management.
Can automatic reminders be created for multiple leads at once in Close?
In a limited way. You can create a Task for multiple leads by selecting them in the Leads view and using the bulk action 'Add Task'. However, the date and description will be the same for all. For personalized reminders per lead, you must create them individually.
What is the fastest way to create a reminder for a lead?
The fastest way is with Teeo CRM. You write: 'Create an automatic reminder for lead John García in 3 days for follow-up' and the reminder is scheduled instantly, without needing to search for the lead, open their record, or manually configure date and time.