notification expected Close Date in opportunity

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

HI to all, there is a way to get a notification when the expected Close Date is close to today? i need this to avoid commercials forgot to set the status of the opportunity when is near to the end.

Thanks to all

2

There are several threads with people asking similar things, you can do it with a workflow (on scheduler, all records, but with a condition to keep it from running more than once a day)

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