Birthday card reminder
A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.DOWNLOAD TEMPLATE BOOK YOUR DEMO
Sometimes it's the little things that can make a big difference...
Like remembering to send your clients a birthday card every year. Use this simple (but incredibly useful) workflow to remind yourself when to send cards to your clients.
Add their birthday as a custom field on their contact record and set the workflow to start 7 days before, giving you plenty of time to send a card.DOWNLOAD TEMPLATE