Change a deal stage when date is (nearly) treached

David Bellaïche
David Bellaïche Member Posts: 27 VERIFIED MEMBER
Fourth Anniversary 10 Comments 5 Up Votes Photogenic
edited April 24 in Workflow Automation #1

Hello,

I've created a Date Custom field for my deal : "Proposal Expiration date"

In my pipeline, I have these 2 stages :

  • Proposal sent
  • Proposal expires soon

How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?

I've tried Workflow automation, and even Zapier but they're all asking for a trigger such as "Deal Updated" while the deal is not update when I want the move to be done.

Any idea?

Thanks for your help

Tagged:

Best Answer

Answers

This discussion has been closed.

Categories