Is there any way to create a new potential based on a macro / automation / query ?
After I create the standard Contact/Account/Potential from a successful Lead, my sales process requires me to follow up with a new sales presentation after the initial Potential is complete after a set number of days. Assuming the first Potential Deal is "Closed Won", i would like to create a new potential to begin in 30 days. If the initial Potential was Closed Lost, I would like to create a new potential to begin in 60 days.
I know I can go in and bring up a view of Potentials that closed 30 days ago, and then clone each Potential but that doesn't seem very practical.
I see where I can create tasks, update fields and run custom functions... but i can't seem to figure out how to create a potential there.
Any advice of alternate suggestions would be appreciated.
Lance