create workflow that assigns a task when contract starts

[NKeuper]

One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future. I want to create a workflow that assigns a task to my bookkeeper to create and send an invoice to client contact 10 days after the contract start date.

[karstenkoehler]

Hi @NKeuper,

Your deal-based workflow could look like this:

Best regards!

[NKeuper]

thank you much for the quick solution. However, after I select Triggers  - Deal - Contract start I cant find the option "Contract start date is less then a day ago". Where would I find it?

[karstenkoehler · Accepted solution]

Hi @NKeuper,

This is a custom property that I created based on your initial description:

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@NKeuper wrote:

One of my deal propertys ist "Contract start date". This date is different from the date the deal closed, usually lies 2-8 weeks in the future.

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Could you confirm that you created this property as a deal property (and, for example, not as a company property) and that the type of the property is date?

Also, make sure that you're working in a deal-based workflow, not a contact-based workflow. Otherwise, this option won't show up:

Best regards!

[NKeuper]

perfect, this worked, thanks so much.