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Follow-Up Reminders

Follow-Up Reminders

Section titled “Follow-Up Reminders”

Deals go cold when follow-ups slip through the cracks. HARi CRM lets you automate follow-up reminders so your team never forgets to reach out.

Creating a Follow-Up Reminder Workflow

Section titled “Creating a Follow-Up Reminder Workflow”

This workflow creates a task reminder when a deal has not been updated for a set number of days.

  1. Go to Settings > Workflows
  2. Click New Workflow
  3. Name it “Stale Deal Follow-Up”
  4. Set the Entity to “Opportunity”
  5. Set the Trigger to “Scheduled” (runs on a schedule, e.g. daily)
  6. In the IF section, add conditions:
    • “Stage is not Closed Won”
    • “Stage is not Closed Lost”
    • “Last Modified Date is more than 7 days ago”
  7. In the THEN section, add an action: Create Record
    • Entity: Task
    • Subject: “Follow up on {{opportunity.name}}”
    • Assigned To: The opportunity’s assigned user
    • Due Date: Today
  8. Save and activate

Reminder via Notification

Section titled “Reminder via Notification”

Instead of (or in addition to) creating a task, you can send a notification:

  1. In the THEN section, add a Send Notification action
  2. Set the recipient to the deal owner
  3. Write a message: “Your deal ‘{{opportunity.name}}’ has not been updated in 7 days. Time to follow up!”

The notification appears in the bell icon in HARi’s top bar.

Customizing the Reminder Interval

Section titled “Customizing the Reminder Interval”

You can adjust the “7 days” threshold to match your sales cycle:

  • Fast-moving sales (SaaS, retail): 3 days without activity
  • Medium cycle (professional services): 7 days
  • Long cycle (enterprise, real estate): 14 days

Create multiple workflows with different intervals for different deal values or stages.

Tracking Follow-Up Completion

Section titled “Tracking Follow-Up Completion”

When a sales rep follows up, they should log the activity on the deal record. This updates the “Last Modified Date” and resets the reminder timer. Activities can include:

  • Adding a note
  • Sending an email
  • Logging a call
  • Moving the deal to the next stage

Next Steps

Section titled “Next Steps”