Reminding your team to contact client for contract prolongation
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.