Question

Automatically create start date when opportunity is confirmed?

  • 15 March 2023
  • 2 replies
  • 12 views

Is there a way to automatically add a “Start Date” for an opportunity as the date it was “Confirmed?” I currently have 4 stages of Opportunities, and when I get to the “Confirmed” stage, I will create triggers for tasks. I would like to add the triggers as (Start_Date, +1) (Start_Date, +10), etc. I’d love to be able to do this by not having to manually enter my start date into the opportunity. I think I have a handle on how to create the task triggers once I have the start date.

 

Thanks in advance!

Tim


2 replies

I found it in the archives! I apologize for not researching it more thoroughly before submitting the question!

Userlevel 2
Badge +1

I found it in the archives! I apologize for not researching it more thoroughly before submitting the question!

Hi @Offdutychief , glad you were able to find the answer on your own!

 

For any other Copper users, here is the Workflow Automation full instruction support page.

Thank you.

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