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Contract Renewal Reminders ✎
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⚠ Alerts📊 Details◎ Set goal
ActionsSettingsGoalsChanges
👥 Enroll⚛ TestMore
▸ Show minimap
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👤 Enrollment trigger
Enroll when Renewal Date is known.
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⚙  1. If/then branchActions ▾
Branch on days before renewal
30 days before
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✉  Send reminderActions ▾
1st reminder to sales
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☑  Set taskActions ▾
Reach out
END
14 days before
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✉  Send reminderActions ▾
2nd reminder to sales
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☑  Set taskActions ▾
Reach out
END
7 days before
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✉  Send reminderActions ▾
Final reminder to sales
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☑  Set taskActions ▾
Reach out
END

Tiered renewal reminders to the sales team.