How do I create a workflow automation to move an opportunity based on a custom date field

  • 9 November 2023
  • 0 replies

Userlevel 1
  • Inspirational User
  • 25 replies

We have a Balance Due pipeline. Within the pipeline the stages are: BALANCE DUE, OVER 30 DAYS DUE, OVER 60 DAYS DUE and OVER 90 DAYS DUE.

I would like to automatically move the opportunity from BALANCE DUE to OVER 30 DAYS DUE, when the CF_Posted_Date is more than 30 days past. 


Then the same for each of the other stages in this pipeline.


Is this possible?

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