Scheduled Process - Close Out Opportunities
SummaryClose Opportunities if effective date is less than today as a scheduled process
I am looking for a way to hopefully create some sort of scheduled process to close out Opportunities if the Opportunity_EffectiveDate is less than the date the scheduled process is running.
In addition, set the StatusCd field value to NO_SALE, ReasonWonLost field value to LOST_TO_NO_DECISION & the ActualCloseDate field value to the date the scheduled process is run.
Would greatly appreciate any guidance you can offer.
Pride Mobility Products Corp.