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Topics#Sales And MarketingWillie Mullen's Question
Willie Mullen asked in #Sales And Marketing
Apr 16, 2012, 7:55 PM

Automatically set close date when "Closed Won"

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!
1 answer
  1. KC Shafer (2U)
    Apr 16, 2012, 8:17 PM
    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
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