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Scheduled Process - Close Out Opportunities — Cloud Customer Connect
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Scheduled Process - Close Out Opportunities

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edited Sep 12, 2016 12:52PM in Sales 1 comment

Summary

Close Opportunities if effective date is less than today as a scheduled process

Content

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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