I’ve been trying to create a workflow automation to send a task to revise the close date of an opportunity when it’s past due. I don’t want the task to be sent if the opportunity is in the “Order received” stage but Copper keeps sending the task for opportunities in that stage. Here’s what I put together:
Can someone tell me what I am doing wrong? Thanks
To correct this, please update the Trigger step by selecting the Stage from the correct Pipeline sub-list. The below example shows the Pipeline name within the Stage selection list.
@Kevin from Copper,
Thanks for the tip, I did not noticed this particularity for the stages.
So, even if I have the same stages in different pipelines, I shall repeat the same workflow for each pipelines?
That make sense
yes, you may need to create separate rules for your different pipelines, depending on the logic