ZOHO CRM Deal Form Update with Functions and Workflow

ZOHO CRM Deal Form Update with Functions and Workflow

ZOHO CRM Deal Form Update with Functions and Workflow

Upwork

Upwork

Remoto

17 hours ago

No application

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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.