Hello everyone!
I need some help creating a workflow recipe for one of our pipelines. We have a pipeline that tracks all of our current customers that have purchased software. Each customer is required to renew their annual support every 12 months so this pipeline has the following stages:
- Current
- 6 months from Expiring
- 90 days from Expiring
- 30 days from Expiring
- Expired
Each opportunity also has a custom date field called Paid Date. When a customer is 180 days past the Paid Date, the opportunity should be in the 6 months from Expiring Stage (and so on with the other stages).
What I want to do is create a workflow that checks the Paid Date once a day and moves the opportunity to the correct stage based on how many days it’s been since the Paid Date. So that would mean:
- Any Opportunity in the Pipeline where the Paid Date is less than 179 days prior to the current date would be in the Current Stage of the Pipeline
- Any Opportunity in the Pipeline where the Paid Date is between 180 and 269 days prior to the current date would be in the 6 months from Expiring Stage
- Any Opportunity in the Pipeline where the Paid Date is between 270 and 329 days prior to the current date would be in the 90 Days from Expiring Stage
- Any Opportunity in the Pipeline where the Paid Date is between 330 and 365 days prior to the current date would be in the 30 Days from Expiring Stage
- Any Opportunity in the Pipeline where the Paid Date is greater than 365 days prior to the current date would be in the Expired Stage
I know I will need to use functions to accomplish this but I cant quite seem to figure it out. Can anyone help me?
Best answer by Michelle from Copper
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