Trigger a workflow or smart list addition from a DEAL date property
SOLVE
I would like to trigger a sales task or email reminder when the the Revisit Date (custom deal property) is "today." As is, I think I can only trigger workflows from Contact properties.
Alternatively, is there a way to add a contact to a smart list only when the date in the deal property (Revisit Date) is equal to "today?"
Trigger a workflow or smart list addition from a DEAL date property
SOLVE
I'd like to create a task based on a deal property date rather than a contact property date. Is this possible?
More specifically, if the deal stage is client and a deal date field is known, I'd like to create a task for the deal owner to follow up with client on that specific deal date field.