Clone a Deal when I change the stage to Closed Won
Hi There,
We want to automate cloning a deal when the stage is changed to closed won - this is because all our deals will have a renewal in 12mths so we generate another deal with a closing date of 12mths hence.
We have tried to use workflows or layout rules but neither offer this.
can anyone suggest another way?
Thanks Dale
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dale.wilson
Hugh Marshall
Ishwarya SG
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