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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / opportunity is closed ...
Customer experience | Sales, Customer Insights,...
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opportunity is closed lost if the opportunity remains in the "2-develop" pipeline phase for 2 months.

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Posted on by Arash R 60

Hi Everyone,

In the opportunity, we have four main stages. (Qualify, Develop, Propose and close). I would like to create an automation in which if an opportunity stays in the "2- Develop" stage for two months, then the opportunity becomes closed lost.

Thanks.

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