Suppose you want to be reminded when a customer's subscription is about to expire. Perhaps you want to try upselling a better subscription. You can do this with contracts.
- Navigate to the Contracts screen.
- In the upper right, click New Contract.
- Fill in the details.
- Click Create Contract. This will then bring up the Contract Details.
- In the ACTIVITY box on the left, click Add Reminder.
- Click in the Add Reminder field and pick a date and time to be reminded.
- Fill in any other details and click Save.