We need to create a workflow based on the age of a deal, how is it possible?
Marketing_630
Member Posts: 1 VERIFIED MEMBER
We need to create a workflow based on the age of a deal, how is it possible?
Tagged:
0
Answers
-
Hey there! Pipedrive doesn't have time based triggers yet. But I'd like to know a bit more of what you had in mind to see if there's some solution for it,0
-
It can be done with a 'Deal is updated' trigger.
It would heavily depend on making updates to the deals though.
A second option would be to use a dummy custom field, create filters, bulk-edit the dummy field, which will have a automation tied to it.
0
This discussion has been closed.