CRM

HFles
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Due date for Certificates

resolver

I would like a solution where a contact has completed a Train the Trainer course. The certificate is valid for 1 year at the time. They need to redo a limited course to renew every year. It is easy to implement a property, but can the property include a due date with alerts?

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Due date for Certificates

resolver

Hi @HFles,

 

Yes, if you have a date property, you can create a date-based contact workflow that recurs annually, see here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Due date for Certificates

resolver

Hi @HFles,

 

Yes, if you have a date property, you can create a date-based contact workflow that recurs annually, see here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or-center-on-a-date-property-contact...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.