Amanda_Thomas6

KIm Gandy​. We found that it was pulling all of ours within today and 90 days from now. (ooops). We just decided to send email alerts through salesforce. Not all the way set up, yet. When it is I can show you how it works! Should be done in the next week-ish.

I've been wondering this myself. Thanks for this cheat sheet!

Dory Viscogliosi We put a field under the contact "Main Financial Contact" that is checked. Then we just have a salesforce email alert for the reps.We're now trying to email the Financial contacts 90 days and 60 days prior to their Contract Renewal Date. We used in future 90 days, but it's pulling ...

Karenna Glover This would be a good idea to post! I'd vote for a feature that lists where the tokens are being used.

I came across the same thing a while back, but just moved on. Thanks Louise Bennett​ for posting this, and thanks Tim Langlois​ for answering! Glad I have an explanation now.

Hi KIm GandyWe have a similar use case, emailing people for renewals. Our set up is similar to Greg's second comment. It's 2 mini campaigns one at 60 days before the account will renew and one at 30 days.

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Hey Mike Turner. I hear ya. It's a battle to make something required, but it's so much easier to get the contact role down then to back track it. I've had to go from opportunities to account to all contacts, to all activity, manually, to pull information. There is so much time wasted in that method ...

Hey Chris Willis​! Great questions! We're a start up comprised of 3 outside reps one in WA, one in CO, and one in GA. That definitely makes it a little harder to implement things, but luckily, as a small group we work closely with the CEO.The CEO has a weekly sales review with them every Monday, whe...