We are trying to use SUGARCRM so that customer's whose contracts are up for renewal can easily be identified and reports downloaded containing a list of all renewal prospects.
What version of Sugar are you using?
If you have Workflow there may be some things you can do there.
Because we don't have workflow for renewals we have a custom scheduler that runs at regular intervals and creates Opportunities for Contracts that are about to expire, we run duplicate checks, and set specific fields in the Opportunity to avoid duplicating on the next run (contract number and contract period are copied to the Opportunity).
You could easily create a report for contracts whose expiration date is in x-months/years/days and have Sales subscribe to it so they receive regular reminders.
Or add a calculated field for a next-action-date to your contracts and base your reports on that.
A scheduler could look at the next-action-date and compose email reminders to users at regular intervals (weekly/monthly).
Thank you so much for your emai.
Would you have time for a quick chat?
Senior Sales Operations Specialist | RCN Business Services
1133 Avenue of the Americas, New York, NY 10036
RCN Customer Support: 1-877-726-7000
RCN Billing Group: 1-866-452-2913
Sorry Alan, I'm in the middle of my workday and reply to posts as time permits, I don't have time for a conversation right now as I am preparing for an upgrade tonight.
I'll check the Community again later tonight/tomorrow, if you have questions you would like to ask I'll do my best to respond.
Thank you again, Francesca.
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