Change Pipeline Stage by date / days since?

Jon Hall

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

Fabrizio Nicolosi_33821

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