Workflow Automation Trigger: When date expires
Bartłomiej
Member Posts: 2 VERIFIED MEMBER
The idea is that some fields like start date or payment schedule can expire before a deal is won. These are used for estimations, but once the date passes they need to be manually updated.
Ideally, a trigger that would monitor date in a specific field could fire when the date is expired and deal details can be updated then.
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