Update the stage according with a time value

Hi,

How can I create a rule that automatically updates my lead current stage according with a predefined date?

Imagine that at the moment my current lead stage is "No Answer (1)" and the Next stage change is in 2 days.

How can I do this validation rule?

Thank you

답변 2개

Bhargav Manusani (Grainger LLC)
2015년 12월 3일 오후 5:05
It can be done through a workflow field update.
1) firstly create a workflow rule.
2) Add a workflow Action to New FieldUpdate.

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