Can someone help me write a workflow formula that would trigger an email alert, when an annual renewal date is approaching?
I'd like the rule to run when Today's date is 30 days until a year after the Closed date of the closed won oppurtunity.
Today = (Closed Won Date - 30)+ 1 year.
Thanks!
5 risposte
Hi Miika,
Create your workflow and email alert. When done "Add Time Trigger" to your workflow under the Time Dependent Workflow Actions section. It should read as follows:
This is 365 days of the year minus the 30 days prior.
Hope this helps. Good Luck!
