Update request date for opportunities after stage changes
Update request date for opportunities after stage changes
Your opportunity tasks show outdated request dates after stage updates, causing mis-timed follow-ups. The workflow keeps the request date current for each task, improving follow-up timing same day.
Overview
Staged opportunity tasks often carry stale request dates, which forces coordinators into last-minute scheduling fixes. This rule applies a clear 60-day preference and refreshes request dates immediately after stage changes, so your coordinators and ops staff get accurate schedules the same day.