1. I want the Opp to clone the current info - term, products, pricing, etc.
2. I want the name to start with "Renewal" and the renew Year, then the company name.
3. I want the Opp close/start date to reflect the Renewal Term Date (or contract end date) of the original opportunity/contract.
4. If there ends up being an upsell in the mean time, I need some sort of auto-close or flag that this Opp is not based on the most current contract.
5. I want there to be some sort of email notification to a team manager that this Opp exists, so that it can be appropriately assigned.
6. And then a task set up for 2-3 months prior to the end of the current contract date for the owner of the Opportunity.
I'm guessing this will be a combo of Process Builder to create the Opp and a WFR to send the email alerts, since you can't do that with a Process yet. But I can't figure out how to do the naming, or the cloning of the existing stuff, within the builder.
Any ideas would be gratefully delved into!
4 answers
I think this blog post is gonna be game changer for you: Getting Started with Process Builder – Part 30 (Auto-generate renewal Opportunity with Line Items) (http://automationchampion.com/tag/clone-opportunity-with-opportunity-products/)
