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Adding reminders and Auto-reminders via tasks

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  • Adding reminders and Auto-reminders via tasks

    Im trying to create the following: Once an opportunity is won (deal closed) - there would be an auto reminder created for let's say next year (renew contract)
    for now I was able to create a new task once field changed to won, with the information from the opportunity, but i am unable to make a reminder to set for another year in the future - can someone direct me on how to do this, or if there is another better way to make this logic happen (basically reoccurring reminders for contract renewal)

    In general, im wondering how to add a reminder action in different forms/entities since reminders are a big part of the logic i want to provide
    Thank you in advance!

  • #2
    Hello,
    do you use Workflow?

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    • #3
      Yes, and i was able to figure it out - i didnt assigned the user (so the reminder did not pop for him)
      Thank you

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