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QCox
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Member since ‎Jan 13, 2022
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Quinn Cox

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QCox on February 09, 2022
Need to stop Close Date from auto-populating
I have seen a few posts about this online but can't figure out if there is an actual answer yet or not. I need to stop Close Dates within a deal pipline from auto-populating with today's date when moved to Closed Won. We previously had stage read more
Reply Discussion Professional Sales
3 upvotes
1 Reply
QCox
Participant
January 15, 2022
Reply to Auto-create a ticket based on deal stage
Thanks Mike - I appreciate the quick reply!
QCox
Participant
January 15, 2022
Reply to Auto-create a ticket based on deal stage
Perfect! Thank you Karsten. I kept looking for "Create Ticket" and didn't realize that was located under the "Create Record" option. Really apprec...read more
Solved
QCox on January 13, 2022
Auto-create a ticket based on deal stage
Hello! I am trying to figure out a way to auto-generate a ticket when a deal reaches a specific stage. When we have deals that moved to Closed Won, I want that to trigger a workflow that creates a support ticket (with various info fields from t read more
Reply Discussion Best Practices
1 upvote
4 Replies
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