Workflow - Deadline warning

Status: Idea Submitted

Not having found a way to put this workflow in place. A support advisor has just confirmed to me that it is impossible to implement it at the moment.
I would like to create a workflow with a trigger that is activated a few days before the closing date of a transaction. With the objective of notifying the sales person who owns the contact to contact the lead.
Thank you.

Hi @SwenRav ,

I’m not sure what you mean by “transaction” so perhaps that is why support said it was not possible.
Are your transactions associated with deals? If so, you could use the close date for the workflow and use the “before” setting on the delay.

Not sure if you have already tried this, so throwing it out there just in case it is helpful to you or someone else :slightly_smiling_face:

Hi @Jnix284 ,

Thank you for your reply.

I will try your suggestion :slightly_smiling_face: and hope to succeed.

Have a nice day,