How to create an automatic lead reminder
In Freshsales, reminders for leads are managed through Tasks or Activities linked to the contact record. Although the process is relatively straightforward, it requires navigating to the lead's profile, creating the task with the correct date, and manually configuring the reminder notification to arrive at the right time.
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 Freshsales: step by step
Requirements
- ·Tasks and reminders in Freshsales are available on all plans, including Free.
- ·Reminders are sent as in-app notifications and by email if configured.
- ·To create bulk automatic reminders based on criteria (e.g., all leads with no activity in 3 days) the Workflows feature is required, available on the Growth plan and above.
- ·Freshsales also allows Freddy AI to suggest the next follow-up step on Pro and Enterprise plans.
Search for lead John García
Click the magnifying glass icon (global search) in the top bar of Freshsales. Type 'John García' in the search field. In the results, click the lead's name to open their profile.
Access the lead's profile
In John García's profile, verify you are in the correct contact view. If you have both Contacts and Leads as separate entities, make sure you are on the correct record.
Open the tasks or activities panel
In the lead's profile, locate the activities panel on the right or bottom of the screen. Click the 'Add Task' button or the '+' icon next to the 'Tasks' section.
Create a new follow-up task
The new task form opens. In the 'Task Title' field, type 'Follow-up - John García' or a clear description like 'Call for follow-up'.
Assign the due date
In the 'Due Date' field, select the date corresponding to 3 days from today using the date picker. Confirm the year and month are correct before selecting the day.
Set the reminder time
In the 'Due Time' field, select the time you want the notification to appear (e.g., 9:00 AM). Then find the 'Remind me' or 'Reminder' field and enable it if it is not active by default.
Configure the reminder lead time
In the reminder lead time selector, choose how far in advance you want to be notified: '0 minutes before' (at the exact time), '15 minutes before', '1 hour before', etc. Select the option that best fits your workflow.
Save the task
Click 'Save' to create the task. The task will appear on the lead's profile and in your pending tasks list. Freshsales will automatically send the notification when the configured date and time arrives.
Frequently asked questions
Does Freshsales send reminder notifications for tasks?
Yes. Freshsales sends in-app and email notifications when a task is approaching or reaches its due date. You can configure the reminder lead time when creating the task (e.g., 15 minutes before, 1 hour before).
Can I create automatic reminders for multiple leads at once in Freshsales?
Not directly from each lead's profile. To create bulk follow-up reminders based on rules (such as 'all leads with no activity in 3 days'), you need to configure a Workflow in Admin Settings > Automation > Workflows. This feature is available on Growth, Pro, and Enterprise plans.
Do Freshsales tasks sync with Google Calendar or Outlook?
Tasks created in Freshsales do not automatically sync as events in Google Calendar or Outlook. Only meetings and 'Meeting' type activities sync with the external calendar. Task reminders are managed exclusively within the Freshsales platform.