CloudLink Ideas Portal

est close date - change to current month when closing opportunity

We currently us this field for reporting closed opportunities.

We often get closed opportunities where the Est. close date is a month or three in the future.

This mandatory field is populated as an est close date. is it possible to have the date in this field be current month (or previous months) ONLY when closing opportunities

  • Darren McAllister
  • Sep 24 2020
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