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Create an Opportunity automatically when an existing opportunity is closed

New Member
Posts: 11
Country: United States

Create an Opportunity automatically when an existing opportunity is closed

My end-state STAGE is "Booked".  When the sale is a software license and the stage is moved to "Booked", I want to automatically create a new Opportunity for the software license renewal one year in the future.  Do I need the software developer's toolkit to accomplish this?

 

Thanks,

Jim

Moderator
Posts: 4,395
Country: USA

Re: Create an Opportunity automatically when an existing opportunity is closed

Yes, this is not a feature within ACT!

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

Copper Contributor
Posts: 53
Country: United States

Re: Create an Opportunity automatically when an existing opportunity is closed

Is there a way to create an activity automatically when closing an opportunity?

 

 

For example - closing a lead as "WON" generates a follow up activity for the user 3 days later.