Option to sync Opportunity Close Date and Target Date/Steps of Workflows
If a workflow is synced to an opportunity, add an option to sync the opportunity date to any step or target date of the workflow.
This could be a checkbox or option on the target date dropdown list ('sync with opportunity close date'). As many workflows are based on new opportunities, but not all, this would allow either the entire workflow, some steps, or none of it to be synced with the opportunity.
17
votes
Jordan DeBoer
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!