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Former Member
Jan 19, 2016 at 10:04 AM

SMS Reminder 1 day before Site Visit - Start Condition?


Hello Experts,

I have a requirement to send a sms reminder to the prospect 1 day before the scheduled site visit (preferably exactly 24 hrs before). I have configured the action profile and definition. However I'm just not sure what start condition to specify. Please Advise.

I am about 2 weeks in at CRM programming so I apologize if my question is too trivial but I haven't been able to find a solution.

PS. There are other action definitions within the action profile so I'm not sure if making changes in the date rule is the solution. Please correct me if I'm wrong.