Know when the Status of an Opportunity changes from Prospect to Lost or Abandoned or Won with the “Status Change Date” automated function.
This automated step will ensure that Opportunity reports and alerts do not rely on users.
Setting Name: OpportunityStatusChangeDateFieldName
Setting Value: Status Change Date
The “OpportunityStatusChangeDateFieldName” setting relies on a Date field in the Opportunity List called “Status Change Date”. If you change the field name the Setting Value must be changed.
Setting Name: OpportunityStatusFieldName
Setting Value: Opportunity Status
The “OpportunityStatusFieldName” setting relies on a Multiple Choice field called “Opportunity Status”. Change the field name and the Setting Value must be changed.