Change Pipeline Stage by date / days since?

Jon Hall
Jon Hall Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hi,

 

I'd like to be able to automatically move a deal to a new stage in it's Pipeline either on a specified date or a certain number of days after creation or latest update.

 

I have four main stages and I'd like to 'park' all deals in a fifth one between stages and have them automatically move to the the relevant stage at the right point.

 

Any help in how I could make this happen would be greatly appreciated :)

 

Jon

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited May 2021 #2

    You can do it easily with workflow automation. Trigger the deal and then move it

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