Automatically set close date when "Closed Won"

Question

I would like the "Close Date" field to automatically populate to that day's date when an Opportunity is marked "Closed Won". My reps are terrible at changing the Close Date & I need it to be updated so my Workflow Tasks are properly dated. Appreciate the help!

KC Shafer · Answer

Create a workflow rule on opportunities:

ISPICKVAL(StageName, "Closed Won") that is evaluated When a record is created, or when a record is edited and did not previously meet the rule criteria. The associate a field update that prints Today() on a custom date field on opportunity.

--KC

Automatically set close date when "Closed Won"

Sales And Marketing

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