Automation Tracking

  • 20 December 2023
  • 0 replies

Is there a way to track what’s been affected by automation in Copper? I have a workflow to close opportunities that have been inactive for x amount of days. Can I pull a report that would show me all opportunities that have been affected by this workflow?

Or is there a way to track status changes with reports? I tried to pull a report to see all opportunities that had a status change and filter it by date. I couldn’t find anything that would work so I don’t think it exists, but I figured I would ask.

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