Good morning!
We have deals with a pipeline of different stages. When creating a new or updating a deal with one of the stages which has probability “Won”, we would like to automatically set the deal to closed.
How can we achieve this?
Hi @simengalning,
In the deal stage and pipeline settings you can set stage probabilities: Set up and manage object pipelines
These probabilities also include options for marking a deal as won or lost.
Let me know if you have any follow up questions!
edit: I meant to post a reply in the thread. Please delete this reply
Hi @simengalning,
Could you specify what exactly you’re expecting to happen when you say “marked as closed”?
By marking as closed I mean updating the order, setting a value on the Close Date property.
Dear @karstenkoehler
Can you please explain why you are referencing “Create date”?
Dear @karstenkoehler
Can you please explain why you are referencing “Create date”?