create workflow that assigns a task when contract starts
SOLVE
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.
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
create workflow that assigns a task when contract starts
SOLVE
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?
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer