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Auto create opportunity based on field value

New Member
Posts: 11
Country: USA

Auto create opportunity based on field value

[ Edited ]

We would like to create a new opportunity each time a company/contact field (contract expiration) reaches a predetermined value (e.g. 90 days prior). I've tried combinations of linked fields and Smart Tasks, but haven't found any combination that will work. Has anyone done this?  Any ideas?  We are using ACT 2012 Premium.