Date based deal workflow

Status: Delivered

Status history

Hi Everyone,

Thanks for the continued comments and questions. This feature has launched and is now available to all customers using the workflows app. The new delay action (“Delay until a date”) allows you to create delays centered around both a calendar date (eg. an event happening on 9/15/22) or centered around a date property (for example the “close date” of a deal). The delay can be used in any type of workflow.

Our KB doc has all the details: Use delays in your workflows

Thank you so much for your openness and feedback that helped form this feature and bring it to fruition.

Best,

Megan