Migrating from dynamics CRM to Zoho question about workflows?
In CRM 2011 I have a custom field called order win date. Then I have a drop down called sales stage. I have a workflow that if sales stage is changed to "ready to submit" it will stamp the current date as the order win date field. Am I able to do this as well in Zoho? This is a big requirement for me, it just needs to trigger on an opportunity that's been saved when that one field is changed. Thanks!