Workflow Automation: Activity Dates

Eli Glanz
Eli Glanz Posts: 57
Second Anniversary

Hi,

  1. The Ability to use dates from the deal like "Expected Closing Date" in the Activity.
    1. Use Case: Reminder 2 weeks prior Expected Closing Date to update the date or leave it if still relevant.
  2. Relative Dates like in '2' Weeks on 'Monday'
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