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Adding Date Stamps once the Sales Stage changes?
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11-07-2008 04:49 PM
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?
Re: Adding Date Stamps once the Sales Stage changes?
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11-07-2008 11:13 PM
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.
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.
Re: Adding Date Stamps once the Sales Stage changes?
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11-08-2008 09:31 PM
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.
Re: Adding Date Stamps once the Sales Stage changes?
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11-17-2008 11:26 AM
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.

