I want to create a task automatically for the deal owner in every 5 working days (recurring ) if the deal stage is a demo.

Hi @AppuMurugan , Are you referring to creating a recurring task or creating tasks on a recurring basis as long as a deal is …

Hi @AppuMurugan , “former” referred to a recurring task, “latter” to creating separate tasks on a recurring basis. Best rega…

workflow for Demo Deal stage

AppuMurugan March 27, 2023, 3:21am 3

Hi @karstenkoehler
Thanks for your solution. Could you tell me what do you mean by if it is former and if it is latter here?

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