SmartSuite renewal, reminders, and notifications system
Автор: Zack @ InnerDev Solutions
Загружено: 2023-04-19
Просмотров: 656
Описание:
Learn how to create a reminder/renewal system in SmarSuite. If you have inspections, sales, or any other data that needs to be on a schedule or renewal then you've come to the right place!
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Learn more here ⬇️
Book a free consultation to learn how you can save yourself and your company time - https://calendly.com/innerdev/freecon...
Our Website - innerdevsolutions.com
LinkedIn - www.linkedin.com/in/zackstevenson
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Table of Contents 📖 ⬇️
0:00 Intro
0:28 Solution Setup
3:54 Orders App Setup
5:00 Adding Client record
5:30 'Renewal term in months' Field update
5:55 Latest Purchase Date Field (formula)
6:25 Next Renewal Date Field (formula)
7:10 Adding Order record
8:05 Creating the automation (notification)
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Software Tools (may contain affiliate links) ⬇️
Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
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#zackstevenson #Softwareyouuse #hashtag
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