Reminding your team to contact client for contract prolongation

O.Kyrychenko
O.Kyrychenko Member Posts: 2
Photogenic
edited June 2023 in Ideas and Product Feedback #1

We decided to automate reminders for contracts that soon to hit an exparation date. While Automations in Pipedrive made it possible to create an activity and push it to GCal, there`s one thing that can`t be solved at this point: when we take into account the actual contract expiry date, there`s no way to set up a reminder way before that date.

There`s an option to do that one day before, you I think everyone who ever followed up on a contract continuation, will agree that this won`t help.

Currently we need to set exparation date one month before the actual one to make sure our sales reps wont miss this negotiations.

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