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Former Member
Jul 06, 2012 at 01:02 PM

Mail triggering for every service Plan(interval)

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Hello All,

We have an requirement for triggering a mail for each Service plan(Interval) to the employee responsible.

Example :

1 st service - 3 months --> as of now a service order is getting created for each Interval, but a mail need to be triggered a week before to the employee responsible.

Do we have any standard functionality in CRM? Could any one let me know how we can incorporate this.?

Thanks in Advance!

Regards,

Anand