You need to create a workflow that will be triggered on Creation of contract and wait till your date (contract end date minus 1 month). Recheck following article
Schedule Follow up contracts crm2011
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28-09-2022 - |
Domanda
How can I setup in CRM 2011 a task to send an email or a notification 1 month before expiring a contract . Contracts are expiring without me noticing. Thank You !
Soluzione
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