Yes, you can schedule workflows on specific dates to execute tasks.
Here are a few situations where you can schedule workflows:
- If an invoice has not been paid, send an email to the customer and the account manager two days before the invoice due date.
- If a case is open for more than four hours, escalate a case to the support manager.
- If a deal's closing date has elapsed but it has not been closed, send an email to the sales manager.
To learn more about scheduled workflows, click here.