Proposal expiration reminders

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal.

To configure email expiration reminders navigate to Setup->Settings->CRON job.

  1. Set Send expiration reminder to YES
  2. Set expiration reminder before in days. eq. BEFORE 4 DAYS –  proposal open till date is XXX-09-22 and expiration reminder will be sent on  XXX-09-18

Did you find this article useful?