Hi I am new with Zoho CRM and I have an issue that someone may know how to solve it.
I am trying to create a workflow in order to send emails. My company have some kind of yearly subscriptions, and we want that a month before this subscription ends, an email is send to a contact person (or many persons).
The point is that:
-we have every contact filled
-each company have some contacts associated
-each deal (subscription) have a company associated.
What i want to do is create a workflow "action" to send an email to every contact associated with the company that got the subscription.
I did many trials but even with the creation of the email notification i can not find the way to search for the contacts associated.
Thanks in advance and have a nice day.