Change a deal stage when date is (nearly) treached
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.
Thanks for your help