Follow up with a lead

[Subhangee]

Hi Folks,

If a lead has asked me to follow up with him on a particular day and I create a task for the same - how do i get notified on that particular day? Is there a better way to build a follow up mechanism for each lead?

[NCP]

You can link with the event and set the data then “Send an email reminder in the morning”.

Reference:

Clear instructions on how to implement CRM event notifications

Hi @martinzen, Yes, the documentation is old and it’s not relevant to version 15. In Version 15, in lead, when you create a new lead, and if you want to link with Event then lead provides the ‘New Event’ feature and you can set it up. once you create a new Event, it’s linked with Lead. If an Email Account is created then will “Send an email reminder in the morning” according to the assigned person. [image] [image] Thank You!

Otherwise, you can also set the notification for that.