Hello! I am new to Salesforce and trying to figure out the best way to use opportunities to track open grant requests. Do most people use the close date as the date the grant is due? Or do you try to guess when you might receive a response/gift? (this is so often unknown). Or do you change it as the stages change? What works best for your organization and why?
2 answers
Trish,
We use a custom field "Anticipated Award Date" as our in-progress expected date. It updates the Close Date when it's changed. When the grant is awarded, we then set an "Awarded Date" field that also updates the Close Date. At that point, that's the final Close Date for the Opportunity.
