Send a follow up email 60 days after a lease start date, which is attached to a deal, and 60 days before the lease end date, also at the deal level.
Do you have the lease date as a field inside your deal contact (i assume you would) you will need it.
Go to automation - workflows then create a workflow
trigger workflow when deal - property lease date field / whatever you call it
is "more than" 60 days ago
Save
then use if /then branch
If yes - send email to client _ (if you have set templates ) otherwise you can create a send internal email/ or create a task to you as a reminder to send email
@filipg and @FilipTHEO You can now have a deal workflow that enrolls when that date is LESS than x days away or more than X days ago . See below: (This is a deal workflow and date-picker properties)
This must be a brand new feature...!
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Seriously! I don’t even remember seeing it when I first responded. (The community helps you find hidden gems all the time)! It has worked for me in contact, company, and deal workflows so far. What a great improvement!!
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Hi Pam, I meant it would be good to have a trigger based on a number of days before certain date. Currently I think that's only possible via center on date for contacts workflow type?
Thanks for posting this suggestion. I also need to be able to create a workflow based on a deal date property. We do so much before and after projects that could be automated and/or prompted if we could use a workflow. For example, an automated email to the contractor requesting follow-up information that is needed every time; scheduling a call with the client and contractor prior to each project; etc.
Looking for something similar - I'm trying to have a task assigned to a person one day after a deal property date happens (and have it occur annually), and since a single contact could have multiple deals (and the need to go through this workflow more than 1x per year), I can't just copy a deal date property over to a contact property and use the date-centered workflow template