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How do I set up a reminder for 3 months after a deal/opportunity is closed?

  • 21 April 2021
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We would use this to check in on the client’s satisfaction/progress after 3 months and probably again at 6 months. How do we set this reminder for our rep to follow up? Thanks!

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Best answer by Evan from Copper 23 April 2021, 15:31

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You can set reminders/tasks using Copper's Workflow Automation. First, navigate to Settings > Automation > Workflow Automation > Add Workflow. Next, make sure you give your automation a sensible name.

Copper's Help Center offers guidance for Workflow Automation recipes for guidance. However, for this use case you can start with a name such as "Follow-up with Customer 3 months after opportunity closure".

 

Next, configure your trigger:

Opportunity; When a specific field is updated on a Opportunity

 

Trigger Conditions:

1. Pipeline; Equals; Standard; Sales (if this is from your sales pipeline)

2. Status; Equals; Standard; Won

 

Filter Conditions:

Select "All of the conditions are met (AND)"

 

Action 1:

Create; Task

 

Name; Standard; 3 Month Reach Out

Owner; Use a Formula; assignee_id

Due Date: Use a Formula; DATEADD(CURRENTDATE(),90)

Due Time; Standard; 10:00 AM

Activity Type; Standard; Phone Call

 

Action 2:

Create; Task

 

Name; Standard; 6 Month Reach Out

Owner; Use a Formula; assignee_id

Due Date: Use a Formula; DATEADD(CURRENTDATE(),180)

Due Time; Standard; 10:00 AM

Activity Type; Standard; Phone Call