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Phil Witzmann
Change Stage according to Next Stage Change Date
Hi everyone,
Could you please help me doing a trigger where I change the Lead Stage according to a Next Stage Change Date?
So basically, what I want is:
Next Stage Change: 02/12/2015
Current Lead Stage: No Answer (1)
Next Lead Stage: No Answer (2)
Does Salesforce do the trigger automatically?
I want the lead stage to change automatically without doing any update on the lead.
Thanks
Just to confirm what you are trying to do - do you want to change the Lead Stage from one value to the next value when that date occurs? Meaning, if the date was 12/4/2015, you would want the Lead Stage to change from one value to the next on this upcoming Friday? If so, that could all be done with a time-based workflow.
Thanks for your prompt answer.
Really? That's perfect. I've tried to do with a workflow but it wasn't working.
I was using this formula: What do I have to change or improve so lead moves to another stage without updating any field?
Thank you