Solved
How can I make the due date of an upsell opp cta equal to the close date of the opportunity from whi
Right now, I don't see this as an option to set. What are others doing in the absence of that?
Hi Meenal,
This can be accomplished via Bionic Rules as long as there is a reference of the triggering opportunity in the Upsell Opportunity CTA.
Are you facing any issue with achieving this via Rules?
Regards,
Jitin
This can be accomplished via Bionic Rules as long as there is a reference of the triggering opportunity in the Upsell Opportunity CTA.
Are you facing any issue with achieving this via Rules?
Regards,
Jitin
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