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Important Dates

Important Dates start a workflow automatically every year on a contact's date, like a contract renewal. Go to Automation, then Important Dates. Click Add New.

Give the date type a Name, like Contract Renewal. Under Workflow, pick the workflow to run, like Proposal Follow-Up. Under Timing, choose On the date, or Before the date, and then a number of Days.

Click Preview Timeline to see when each step happens. Then click Close, and click Save. Now the workflow runs each year for every contact you give this date.

To give a contact this date, open the contact and click the Important Dates tab. Click Add Date, and choose the date type. Pick the month and day, then click Save.

Each year, the workflow starts on its own, 30 days before that date.