Reply
Regular Contributor
inertia
Posts: 24

Adding Date Stamps once the Sales Stage changes?

Is it possible to create a date stamp once the Stage is changed? We track our Sales Quote once the Stage changes to "Quote Submitted". Does anyone have any ideas?
Regular Contributor
Ron929
Posts: 18

Re: Adding Date Stamps once the Sales Stage changes?

Where do you want to capture this time, if in a date  I would use a workflow rule to update

 ISChanged('Stage')="YourStage" then set your date to TODAY().  I would be there's a similar function for Date/Time
stamp such as Now().

This is not tested so this formula may not be exact.  Let me know if this helps.
Trusted Contributor
rpr2
Posts: 440

Re: Adding Date Stamps once the Sales Stage changes?

All stage changes are date/time stamped in the stage history object.  Mentioning that in case that will suit your needs without having to create a custom field.
Contributor
Angela Daniels
Posts: 9

Re: Adding Date Stamps once the Sales Stage changes?

I have several date/time stamp fields set up using work flow rules using NOW(). The work flow rule is trigger by another field value, such as in your case the Stage field changing, and when that criteria is met, stamps the date/time field, which could also set off an email alert to advise of this event occurring. Hope this helps.