Notifications for deal renewals

Priya Gopal
Priya Gopal Member Posts: 7
edited July 2022 in Sales CRM #1

Hi all,

I am trying to create an email trigger to the customer success team on the anniversary of a deal. This will act as a reminder to revisit the contracts with the client for annual inflation, any additional requirements to explore etc.

Whilst, i created a workflow for the above. The emails are getting triggered when a new deal is won as well. Need the reminders only after an year. 

On the same topic, would like to trigger mails 30 and 15 days prior to the anniversary date. I have set up 3 different workflows separately for these. But i am receiving all 3 emails on the same day.

Do advice if any of you has created anything similar to this. 

Thanks in advance.

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited June 2022 #2

    Don't shoot emails as part of the workflow. Create activities on the scheduled dates instead.