Workflow by month
We would like to utilize insightly to send a recurring email every month a certain number of months.
It looks like workflows would be best for this but for example, Starting October 30th, for 6 months, we get an email on the 30th of every month until the end of the 6 month period.
How can this be done?
Comments
Hello Jennifer,
I see you opened a ticket in regard to this subject in which my colleague responded with helpful information. The ticket # is 197578. Please take a look at his response and feel free to follow up with questions you may have.
Enjoy your day and week!
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