need help PD

Riaan Fourie
Riaan Fourie Member Posts: 1
edited July 2022 in Sales CRM #1

Good day I need assistance

I have this one thing I want to implement. its relating to Contracts

  1.  can PD assist me when I sign a deal with my client I want PD to automatics update my calendar continue running for 34 Months and at Month 34 it must create and meeting with my Client because client have a 5 year Contrack. all updated entry up to 34 months must be phone call entry ant month 34 must be booking.
  2. and then on same one every selected month can it automatic do a meeting with the client.