Hi Everyone!
Is there a way to set on each Opportunity which is in the stage cold a task?
And after that we want to create a process, where we can define when a opp is set to the stage cold, it should be create a task after six months. Probably a task (Call)
Can anyone help me out. Probably with screenshots, im not the pro pro. :)
Cheers Claudio
You should determine what date you will use first (6 months from.....). For Opportunities that are already in Cold, you can do one of a few things to set those up:
1. Use the Create or Edit process builder, like I showed before, and leave the criteria to check when Stage = Cold. [best practice will be to include another check on if the Stage ISCHANGED to Cold]. If you update an opportunity in Cold, it will trigger the process builder to queue up the 6-month task. DO NOT DO THIS OFF OF LAST MODIFIED SINCE THIS UPDATE WILL MAKE THE LASTMODIFIEDDATE BE TODAY.
2. You can create/insert with data loader, the tasks for previous opportunities and let the process builder work moving forward for opportunities.
