I am looking to create a Daily rule to run and update any uncategorized closed/won opportunities with new or existing businesses.
New/Existing Business is a picklist (Type) and the difference is
New = The 1st Opportunity that is Closed/won and Existing = Opportunities that have been closed 12 months after the 1st Opportunity was Closed/Won.
Is this possible via a Schedule Flow Trigger, if so how how can this be done?
2 risposte
