CRM

06401
Contributeur

Notify deal owner to get right Deal close cycle report

Résolue

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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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Notify deal owner to get right Deal close cycle report

Résolue

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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0 Votes
1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Notify deal owner to get right Deal close cycle report

Résolue

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 Votes