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Opportunity turns to close lost after some time

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Posted on by Arash R

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Hi,

Is there a way to create automation like the below:

if an opportunity stays in the "2- Develop" pipeline phase for two months, then the opportunity becomes closed lost.

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Arash R 60 on at

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RE: Opportunity turns to close lost after some time

Hi Abdul Wahab,

Thanks for the answer. I am a bit new to this. Would it be possible for you to show me the process visually step by step?
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Abdul Wahab 12,077 Super User 2024 Season 1 on at

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RE: Opportunity turns to close lost after some time

Hi Arash R,

Here you are brother:

When the opportunity changes its state to "2-Develop".

Trigger a workflow.

Use wait until in it.

In wait until add 2 months condition.

add another condition after the 'wait until'. Check the record is still in the '2-Develop' then make it closed as lost.

Otherwise, close the workflow as successfully run

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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