I am attempting to create either an Automated Action or Marketing Automation to send an e-mail at 7 days,21 days, on expiration of a quotation if it has not been signed.
I have no issue setting Status= Quotation Sent. But I can seem to figure out how to have it send 7 days after creation or 21 days from expiration ( either way would probably work all though 7 days after creation would be more flexible if expirationisnt 30 days.)
I have tried to do my own research but I cant seem to make any progress, as everything I try results in 0 matched records.
Here is where I am stuck https://imgur.com/a/zymqp2G