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Former Member
Jun 21, 2007 at 08:20 PM

Trigger Action Profile from expiry Date of Contract

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Hi Friends -

The requirement is to trigger action profile to send reminder/create some leads/opp etc when the contract date is nearing expiration.

How can we link a particular date in sales contract to schedule an action ,please guide. What are the steps ..is this standard configuratoin ?

Thanks in Advance

-MP

Message was edited by:

Mohanpreet Singh