Change Pipeline Stage by date / days since?

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



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 :)




This discussion has been closed.