Workflow Automation: Activity Dates
Eli Glanz
Member Posts: 47 VERIFIED MEMBER
Hi,
- The Ability to use dates from the deal like "Expected Closing Date" in the Activity.
- Use Case: Reminder 2 weeks prior Expected Closing Date to update the date or leave it if still relevant.
- Relative Dates like in '2' Weeks on 'Monday'
Tagged:
0