Fix Automation to Set Duplicate Deal's Close Date One Year from Original

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Zackryy
Zackryy Member Posts: 1


Hi,

Has anyone else encountered this issue and found a solution? Here's the problem I'm facing on this website:

I created an automation that duplicates a deal when I mark an existing deal as "Won". I want the duplicate deal's expected close date to be set to one year from the original deal's expected close date. However, the automation sets it to one year from the day I marked it as "Won".

Any ideas on how to fix this?

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