The nature of our business requires close dates to be the same day as our event dates. Does anyone know how I can change this? Currently it automates close dates to be the day before the event.
Userlevel 7
+7
Hi
Currently it automates close dates to be the day before the event.
This isn’t something that the Copper system does by default, so this makes me think you might already have a workflow automation that adjusts the Close Date for you. But I couldn’t find any active workflow automations that do this on your account. Would you mind confirming for me?
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