Date-based reminders can help small business owners stay on top of follow-ups, renewals, expirations, and important customer milestones without relying on memory alone. This update makes it easier to trigger reminders from more areas of your CRM, so you can keep work moving and avoid missed opportunities.

📌 Why This Matters

Important dates do not only live on contact records. You may track closing dates on deals, renewal or expiry dates on custom records, or important deadlines on company records. When your CRM can use those dates to trigger reminders automatically, your team can act at the right time, stay organized, and reduce the chance of missed revenue or delayed service.

✨ What’s New

• More date fields can trigger reminders: Date reminders now work with opportunity date fields in contact-based workflows, custom object date fields in custom object-based workflows, and company date fields in company-based workflows.
• Reminders match the record type: The workflow reads date fields from the record it is built around, helping you set reminders before, on, or after the selected date.
• Fewer workarounds: You no longer have to depend only on contact date fields for date-based automation, which makes planning and follow-up easier across your CRM.

🛠️ How to Use It

1. Step 1: Open or create a workflow for the record type you want to use, such as Contacts, Custom Objects, or Companies.
2. Step 2: Choose a custom date reminder trigger and select the supported date field for that workflow type.
3. Step 3: Set when the reminder should run, whether that is before, on, or after the selected date.
4. Step 4: Use it for practical tasks like reminding your team before a deal renewal, following up on an expiry date, or checking in before an important company deadline.

💡 Pro Tip

Set reminders a few days before renewal, close, or expiry dates so your team has time to follow up early and turn more opportunities into revenue.