One of my deal propertys ist “Contract start date”. This date is different from the date the deal closed, usually lies 2-8 weeks in the future. I want to create a workflow that assigns a task to my bookkeeper to create and send an invoice to client contact 10 days after the contract start date.
thank you much for the quick solution. However, after I select Triggers - Deal - Contract start I cant find the option “Contract start date is less then a day ago”. Where would I find it?
Hi @NKeuper,
This is a custom property that I created based on your initial description:
@NKeuper wrote:
One of my deal propertys ist “Contract start date”. This date is different from the date the deal closed, usually lies 2-8 weeks in the future.
Could you confirm that you created this property as a deal property (and, for example, not as a company property) and that the type of the property is date?
Also, make sure that you’re working in a deal-based workflow, not a contact-based workflow. Otherwise, this option won’t show up:
Best regards!
perfect, this worked, thanks so much.