Docs / CRM and leads / Lead reminders and notifications

Lead reminders and notifications

Last updated: 29 October 2026

Lead reminders are personal, single-shot follow-ups. The reminder controls are not available on the new-look CRM page yet. In the earlier look, open a visible lead and choose a reminder date and time, optionally add a note, and save it. Times use the workspace time zone; the picker also shows the device time when it differs.

Only the creator is notified and can change or remove their reminder. Teammates who can see the lead can see its schedule, but not another person's reminder note. Access to a lead and to reminder actions remains subject to workspace permissions and lead visibility.

In the earlier look, use Done to settle your own reminder early or Remove to delete it. A count of past reminders can appear on the lead.

Can I rely on a notification arriving?

No delivery is guaranteed. Browser permission and readiness are specific to the browser and workspace. The earlier-look readiness message can show that notifications are blocked, unavailable, or not set up. Check your browser's notification permissions and workspace settings if needed.

When a reminder is due, the service claims and settles it before attempting notification. This does not prove that a notification was displayed or that a person completed a task. It is not a persistent unfinished-task list.

More in CRM and leads