01-23-2012 08:50 AM - edited 01-23-2012 08:51 AM
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.