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How can I make the due date of an upsell opp cta equal to the close date of the opportunity from whi

  • June 27, 2019
  • 1 reply
  • 41 views

meenal_shukla
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Right now, I don't see this as an option to set. What are others doing in the absence of that?

Best answer by jitin_mehndiratta

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

 

1 reply

jitin_mehndiratta
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  • Answer
  • July 2, 2019
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