Change Activities Automatically when a Deal is Updated!!!
My sales team updates expected close dates for deals. Often times, they have to push back the close date as we wait for customers.
BUT, whenever we change the expected close date all the activity dates stay the same! I would like to be able to automatically change the dates of SPECIFIC activity types when I change the expected close date of a deal. But this is not available; see the picture!
For example, I push back my expected close date by 1 month. But my activities still all have a due date of next week! I need these activities to get pushed back as well to be in line with my expected close date.
I don't need ALL my activities to get pushed back, but only a certain kind of activity.
Mike van der Valk Posts: 4,043edited November 2020 #2
Thanks for sharing! I've made sure our workflow automation team sees your feedback for potential future updates.0