Another marketing stage field question... I am trying to set a rule saying that if: the account had "targeted" in its marketing stage field, and has a new opportunity associated with it, the stage should automatically be changed to "prospect has opportunity". What formula would I use in the rule? I know how to set up the follow up (update field)..
I created two fields under the account level - a marketing stage (prospect, targeted, inactive), and a marketing stage last modified date.
I now want to create a rule that will trigure if: The marketing stage is "targeted" and has not been changed in 90 days. I assume it will be something to do with: if stage = targeted, and today()-date last modified > 90. But I don't know what the formula would be.
Also, won't the numbers get thrown off when today is february 1st and my last modified date was sometime last year?
I created two fields under the account level - a marketing stage (prospect, targeted, inactive), and a marketing stage last modified date.
I now want to create a rule that will trigure if: The marketing stage is "targeted" and has not been changed in 90 days. I assume it will be something to do with: if stage = targeted, and today()-date last modified > 90. But I don't know what the formula would be.
Also, won't the numbers get thrown off when today is february 1st and my last modified date was sometime last year?
