Steps
- On the Leads dashboard click the gear icon. The CRM Automation page opens.
- Tick Remind me about due follow-ups.
- Leave Run follow-up automations ticked so your automations keep sending.
- Set Auto first follow-up (days) so every new lead gets a date, then click Save.
Good to know
Switching reminders on sends one reminder for every follow-up that is already overdue, all at once.
Escalate untouched leads after (hours) warns you when a new lead has not been contacted in time. 0 turns it off. Contacted means someone on your team called, replied or added a note: the customer's own message and automatic replies do not count. It covers leads from the last 7 days.
Auto-assign new leads shares new leads evenly across your team.