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ctzompanakis time based workflow for close date?
Maybe I am going crazy and overthinking this one but I am trying to create a time based workflow that sends out emails when the close date of an opportunity is within 7 days, 1 day and finally assigns a task when a close date is in the past.
Now what usually happens is the opportunities that are often created and left out there (no one edits them) fall into this category. So what criteria should I use so it collects opportunities that already exist but no one touches?
Correction:
I think this is the Criteria you're looking for:
Close date is within 7 days:
Close Date - Today() = 7
Close date is within a day:
Close Date - Today() = 1
Close Date is in the past:
Today() > Close Date
Would had answer this afternoon but my brain was still defrosting from the winter storm we had in the Northeast