
ZOHO CRM Deal Form Update with Functions and Workflow
Upwork
Remoto
•17 hours ago
•No application
About
I need a custom Workflow and Action for the following: Automation / function to add the date to the Stage_Entered_On Feild when new deal is created. Automation / function to change the date in the Stage_Entered_On field when new deal is progressed through stages. Days in Current Stage = Calculates the number of days the deal is sitting in current stage based on the Stage Entered On date and current date. Closed on Date - When the deal is Won or Lost Closed the date is populated here. Also, the days is current stage stops calculating.