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Automated Opportunity Stage Change to Closed Lost Based On Close Date
Hi guys,
Workflow and Process Builder only work when the Oppt is edited or created. What should I do to automate the process of changing the status of the Oppt to Closed Lost after 30 days of the Close Date?
Any suggestions?
Thanks!
Workflow and Process Builder only work when the Oppt is edited or created. What should I do to automate the process of changing the status of the Oppt to Closed Lost after 30 days of the Close Date?
Any suggestions?
Thanks!
You can change the field status after specific time period by implementing 'Scheduled Actions' in Process Builder. It is similar to 'Time Dependent ' Workflows. Like in workflow, you have to enable the checkbox (Do you want to execute......)in Criteria Selection node.
Can you help me with that?