How to set up time-based reminders in HelloGrowthCRM
Schedule reminders for follow-ups, deal milestones, and renewal dates. Get notified in-app, email, Slack, or WhatsApp when it's time to act.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Automation section to browse more guides, compare related tasks, and choose a better starting point.
View all Automation guidesTime-based reminders nudge reps at exactly the right moment — follow up in 3 days, renewal in 30 days, send proposal next Tuesday 9 AM.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Any tier
- •Notification channel set up
- •5 minutes
- 1
Set a reminder on a lead/deal
Open lead/deal → bell icon at top right of timeline. Quick add: Follow up in 3 days.
- 2
Choose timing
In X hours/days/weeks, On specific date, Recurring, Conditional (30 days before renewal_date).
- 3
Pick notification channels
In-app, Email, Slack, WhatsApp, Push.
- 4
Add reminder text
Free-text: Send pricing, Check SOC 2 report, Loop Harnish in if deal > 10L.
- 5
Save
Reminder lives on lead/deal timeline + home dashboard.
- 6
Auto-create reminders via rules
When deal moves to Negotiation → remind owner in 3 days. Or 30 days before renewal_date.
- 7
Snooze or complete
When reminder fires, snooze (new time) or mark complete.
- 8
Bulk-edit reminders
Tasks → Reminders → multi-select → bulk reschedule, reassign.
Frequently asked questions
Difference between reminders, tasks, and follow-ups?▾
Reminder = personal nudge. Task = shareable to-do. Follow-up = automated outbound.
Can someone else see my reminders?▾
Reminders are private by default. Tasks are shared with assignee.
Can a reminder trigger a journey?▾
Not directly. Use a journey with Wait until X date step.
Can I set on a custom field date?▾
Yes — auto-create rules reference any date field.
How do I see all my reminders?▾
Tasks → Reminders, or home dashboard's reminders widget.
Can I send WhatsApp reminders to leads?▾
That's auto-follow-up (different feature). Reminders are for you/team.
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Automation or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
Connect on LinkedIn →