Question

Adding stage change date

  • 3 September 2022
  • 1 reply
  • 10 views

Is there a way to add the date of stage change into opportunities?

 

(I’m looking to have it automatically turn to “won” and update the close date to equal the stage change date using workflow automations)


1 reply

Userlevel 6
Badge +5

Hi @MHPhilly, thanks for posting!

You can use date_stage_changed to retrieve the date of the last stage change.

You mentioned having a workflow automation change the status to Won and update the Close Date. This is what the Action would look like:

 

I don’t have enough detail to talk about your Trigger, so let me know if that’s something you would like help with.

Question - will you use this date strictly for worklflow automation? Or do you need to be able to see the specific date for each opportunity? If that’s the case, I recommend creating a custom field and having workflow automation fill in the date for you whenever the stage changes. Let me know if you’d like guidance on that as well.

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