Scheduled Process - Close Out Opportunities
Summary
Close Opportunities if effective date is less than today as a scheduled processContent
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.
Thanks
Matt Evans
Pride Mobility Products Corp.
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