Need to make automation to monitor a specific time after deal has won.
When we have a license deal and its won we have it move to another pipeline.
This pipeline I need to monitor the deal for 90 days and move it into another deal stage at that 90 days before renewal. We have a date field with a date of that renewal. Can we use that field to automate the to move to a deal stage 90 days out so we can start the renewal process.
Is there a automation by schedule coming to the pipeline automation?
Any guidance would be helpful.