• bfunk3778
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Hi,

 

I have a workflow set up to auto Close Lost opportunities that are 30 days past their Close Date. 

 

Here's my formula:

and(
      or(

           ispickval( StageName,"Qualified"),

           ispickval(StageName,"Qualified Suspect")),

      TODAY()-CloseDate=30, 
      ispickval(Type ,"Renewal Business"))

 

I have an opportunity that meets all these criteria and the workflow has not fired.  Any thoughts? 

I am a newbie, and want to know where are the steps to implement this formula. Is there a tutorial on how I can set this up. I am new to this software and would really appreciate any suggestions or help in this area.
 
Thanks
Rich
 
* This is the formula is from the formula PDF *
 
- search round robin -
 
I have 4 sales pro's at the moment but will have 6-8 very soon. If that matters.