Workflow triggered by a Date Field
Hi team,
I'd like to set up a workflow that is triggered by a date field.
Our goal is to send an email notification when a specific date is reached. We want to use this for renewal dates on our opportunities.
For example, we would like to be able to automatically send an email to our business developer when the renewal date is approaching.
Is this something that can be configured with the current workflow functionality?
Thanks for your help!
I'd like to set up a workflow that is triggered by a date field.
Our goal is to send an email notification when a specific date is reached. We want to use this for renewal dates on our opportunities.
For example, we would like to be able to automatically send an email to our business developer when the renewal date is approaching.
Is this something that can be configured with the current workflow functionality?
Thanks for your help!
