Looking to automate emails to customer based on up...
# general
s
Looking to automate emails to customer based on upcoming expiration dates of renewals/ future year invoices. Ideally an email would go out x days from renewal/invoice and than follow up on some sequence. Has anyone used NetSuite to do this? We also leverage HubSpot and have used that for sequences but not in this way.
s
you can look into dunning module. Otherwise use a combination of saved searches and scheduled workflow to do this shouldnt be that difficult
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s
Thank you!
Might have some good tips in here for you
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