Auto reminder for contract renewals/credit card details etc.

Admin_42746
Admin_42746 Posts: 1

Hi, I'd love it if Pipedrive could build in easy-to-use functionality that provides reminders about contract renewals and the like. 

For example, we've built a field for our sales team which tells us when a client's credit card details will expire. It would be great to have an auto-reminder that goes to the sales rep 1-month or 2-months out so that the new credit card details can be obtained.

 It's extremely frustrating when we don't realize a credit card is expired - it causes paperwork, wastes our time chasing the client after the fact, and we don't get the cash straight away if the client is away on holiday or for whatever reason. 

Thanks,

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  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited July 2021 #2

    Hey, you could create a filter that determines when each card will expire. This would mean you may need to review how to set up the filters, but an example could be: if the credit card expires in the month of June 2021, then an automation can be built which states if this deal/person matches this filter, activity set to chase new card details?