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Phil Witzmann
Update the stage according with a time value
Hi,
How can I create a rule that automatically updates my lead current stage according with a predefined date?
Imagine that at the moment my current lead stage is "No Answer (1)" and the Next stage change is in 2 days.
How can I do this validation rule?
Thank you
How can I create a rule that automatically updates my lead current stage according with a predefined date?
Imagine that at the moment my current lead stage is "No Answer (1)" and the Next stage change is in 2 days.
How can I do this validation rule?
Thank you
https://help.salesforce.com/HTViewSolution?id=000005245
Here are some examples of rules that might be helpful:
https://help.salesforce.com/HTViewHelpDoc?id=workflow_examples.htm
1) firstly create a workflow rule.
2) Add a workflow Action to New FieldUpdate.