> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-advance-notifications-for-events.md).

# CRM - Advance Notifications for Events

It is possible to send messages to leads days before the date of an event. For example: you want to send a WhatsApp message through automation 5 days before the due date.

The first step is to set up a custom field with the name Due Date; for that, go to the system settings. To do this, access System Settings and choose Lead Custom Fields:

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FYri7Hv0PToX5QumRFteM%2Fcm1.png?alt=media&amp;token=ede8dcb7-2a06-40b9-8fed-b9203e54fdd0" alt=""><figcaption></figcaption></figure>

Click on +New and add the name and field type. In our example, it is a Date and Time field. Click Save and Close.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FSdoKPB1mu6fYaDGSachK%2Fcm2.png?alt=media&amp;token=a2af46db-6d50-4985-a877-8555eaa4362b" alt=""><figcaption></figcaption></figure>

Access the CRM

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FemNP2Bw82XeLlP3fxPQP%2Fcm3.png?alt=media&amp;token=ea7bcd7c-8dad-4296-92f8-943824a1cbe5" alt=""><figcaption></figcaption></figure>

Choose the pipeline, click the automation icon, and then click + to create a new automation.&#x20;

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NOTE: In this example, we are creating a stage automation, that is, the automation will only be executed when opportunities fall into this stage, and that meet the configured trigger and condition.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FrDdMfqWc93V9IRN44lwj%2Fcm4.png?alt=media&amp;token=4a651b4b-9afd-4358-9f07-7380ebd2c93c" alt=""><figcaption></figcaption></figure>

In the automation editor add:

* The automation title
* Trigger: The time of day is >> Indicate a time
* Condition: Lead field value >> Due Date (the custom field created earlier) >> Will be in less than >> (number of days)
* Action: Send WhatsApp to the lead >> Write the message that will be sent
* Indicate the opportunity statuses and save the automation

Check it out below:

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FAxjnynEN4rPpRrIDKuiU%2FCRMvenc.png?alt=media&amp;token=b1cd2771-8031-4505-9086-116f3dbbe57a" alt=""><figcaption></figcaption></figure>

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