HubSpot Ideas

fabiogomesds

Create a date dynamically in recurring revenue

I was thinking about the possibility to use a workflow to manage the recurring revenue.

One of the needs is to associate a date starting from the day of the contract in Recurring revenue inactive date.

 

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MatthewBoyd
Contributor | Elite Partner

Hey @fabiogomesds

 

We have built a solution for this exact issue that allows us to dynamically fill a Date Field, based on another Date Field on a Deal. 

 

E.g Set Recurring Revenue Period End Date to 1 month, 1 year after Recurring Revenue Period Start Date. 

 

If this is something you'd be interested in, please Click here to schedule a Recurring Revenue Demo!