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Andy S (.) ha fatto una domanda in #Sales Cloud

The client would like a field on the CPQ Quote record that shows the number of days between when the quote was created and when the Status field changed to Approved. Any ideas?

 

#Sales Cloud

1 risposta
  1. 19 lug 2021, 20:21

    Hey Andy, really quickly:

     

    Custom Date Field that is populated by a workflow or process builder upon status approved.

     

    Custom formula field that subtracts that custom date field minus created date field.

     

    That should be pretty straight forward - maybe there is a better way though that someone will suggest,

    Vuk

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