We would like to move the opportunity stage to a “stale” stage if the customer hasn’t responded in 30 days. I was thinking that a Business Event would be the best way to do it, but I am unsure how to take the estimated close date, add 30 days to it and then have the business event change the opportunity status from proof to stale. Has anyone done this yet?
Answer
How to automate Opportunity stage changes
Best answer by BenjaminCrisman
Hi
I would make sure that the Import successfully updates the field, then build a GI which uses the necessary field date and set a condition that the date on the opportunity is greater than or equal to Today() -30.
Have the Business Event trigger on record insertion and then it should work as expected
+4Hi
I would make sure that the Import successfully updates the field, then build a GI which uses the necessary field date and set a condition that the date on the opportunity is greater than or equal to Today() -30.
Have the Business Event trigger on record insertion and then it should work as expected
+15Hi
Could you please create a UDF field- Customer Lack of response and add it to the opportunity screen.
As soon as the user enables the checkbox then Implement the Business event ( Import scenario ) to update the status of the Opportunities as you required.
Thanks
Acumatica Functional Consultant & Customer Experience Supervisor
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