Problem: Sales reps need to send periodic emails to clients (ie, when a client initially signs up, 3-month mark, 6-month mark, 9-month mark, 12-month mark).
Sugar Support stated I would not be able to accomplish this using Advanced Workflow and suggested I reach out to my Sugar partner- not an option as I have no budget.
Our sales director wants me to make the CRM do these tasks for them.
IE: When task labeled "Send Email 1" is due + the relationship still equals current client, Sugar would automatically send out an email template to the client.
I've been informed I could accomplish this with a logic hook, but I have zero experience with coding/PHP and I do not know where to start.
I do not have a budget to engage our Sugar partner but I have to make this happen.
Can anyone give me advice on where to begin?
We are currently on Enterprise 8.3 but we will be upgraded to 9.0 on April 30th