Dynamically calculated due dates for activities

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Heike Sohna
Heike Sohna Member Posts: 7
First Comment
edited July 2022 in Sales CRM #1

Hi PD community,

I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field.

We have a couple of use cases where we want to define the due date based on the date inside a custom deal field but not the exact date but either a couple of days before or after this specific date.

We need an option to combine those, i.e. an activity needs to be due 7 days after the date defined in a date custom field. Has anybody found a way to do that?

Comments

  • Mike Ostrow
    Mike Ostrow Member Posts: 1
    edited February 2021 #2
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    Any word on this one?  I'm looking to do exactly the same thing.

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