How to create the automated action that will move an opportunity from one pipeline stage to another, when a meeting has been created (example: to go from stage “New” to stage “Meeting”).
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In the form view:
Add an existing field: Next activity deadline
Add a new field: date
Copy the Technical Name of the field “Next activity deadline” (activity_date_deadline)
Go into the date field > More > in “related field”: put the Technical Name.
Make the field “date” invisible
In automations:
Create an automated action in the model: Lead/Opportunity
Action to do: Update the record
Trigger: on Update
Trigger fields: empty
Before update domain: Stage > Stage name: contains “New” (for example)
Apply on:
Stage > Stage name: contains “New”
“date”: is defined
Next activity type: contains “Meeting”
Data to write:
Field: Stage (Lead/Opportunity)
Evaluation type: Value
Record: “Meeting”
Value: 2