How to use the Contract Reminders?

Navigation: Settings --> Configuration Settings --> Contracts

The contract reminders are sent to the user based on the contract’s expiry date.

1. Select the “Settings” icon from the left panel, and under the “Configuration Settings,” choose "Contracts.”

2. Under the “Configurations” section, select “Follow-Up Reminders.” Choose “+ New Reminder” to create the new contract reminder.

3. Enter the following details to create a follow-up contract reminder.

a. Remind To – Select the reminder for whom it is applicable, which can be Customers, Selected Users, or Selected Teams.

b. Reminder Name – Enter the name of the contract reminder.

C. Remind In - The remind in days before or after is to be selected and select the number of days.

There are two options: Remind Before and Remind After, which lets you decide the number of days before/after the contract expiry date.

d. Remind At – Select the exact time of the contract reminder.

e. Reminder Type – Select the preferred reminder type – Email or SMS.

4. The new reminder is created successfully.

With contract reminders, you can automate follow-ups of contract renewal, which helps you in more renewals post the contract expiry.