CRM

06401
Colaborador(a)

Notify deal owner to get right Deal close cycle report

resolver

Hello,

 

Recently we realised that some of the close date  of the deals are earlier than deal create date. Is there a way to get an error when they select the earlier date? Or notify the deal owner so they can fix it manually.

 

Thanks,

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Notify deal owner to get right Deal close cycle report

resolver

Hi @06401,

 

Yes, this can be achieved with a short deal-based workflow:

 

karstenkoehler_0-1679586938973.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Notify deal owner to get right Deal close cycle report

resolver

Hi @06401,

 

Yes, this can be achieved with a short deal-based workflow:

 

karstenkoehler_0-1679586938973.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Avaliação positiva