Workflows to automate renewal tasks?
We're trying to automate the tasks related to our annual customer renewals. Today, we manage all of our renewals in a spreadsheet.
Specifically, we'd like to automate:
1) creation of an internal email notification to the sales owner that gets sent 120 days out before the renewal date
2) creation of a new deal in the Renewal deal pipeline (120 days out as well)
3) creation of a task for the Sales owner 120 days out
We use the Close Date property on the contact today, and created the Renewal Date property on the contact to trigger the above activities. However, we'd like to automate the value of the Renewal Date -- such that it is automatically set to 365 days from the Close Date.
I have no idea how to create a workflow such that the Renewal Date is set to 365 days from Close Date. In the spreadsheet, we basically take the Close Date and add 365 days. But without Renewal Date property being automated, we can't create a Renewal workflow.
Thoughts on how to simplify this?