We created a “Licensing Renewal” pipeline for our clients who must renew their business licenses once a year. We have a custom field in each of those client’s records “Renewal Date”. I’d like to set up a workflow automation to automatically move that record to a certain stage in the pipeline if the “Renewal Date” is equal to 90 days from today.
The affect of this automation is that the owner of the record will receive an email informing them that the stage has change, which will be a reminder that they have 90 days to complete the renewal.
Best answer by Michelle from CopperView original