Hi,
I have a question about copying a property from an original deal to its renewal deal.
In our company, when a deal is marked as Booked, a renewal deal is automatically created through a workflow. For example, if the original deal is named 12345, then once 12345 is booked and enrolled in the workflow, a renewal deal called Renewal – 12345 is created, and several properties are copied over from the original deal.
After a deal is booked, our team begins the product setup for the client, which usually takes 1–2 weeks. Once the setup is completed, they fill in a property on the original deal called “Setup Complete Date.”
What we would like to achieve is the following:
When the “Setup Complete Date” is populated on the original deal, automatically copy that value into the renewal deal. This way, when viewing the renewal deal in the future, we can always see when the product was initially set up for the client.
Could you please advise how we can accomplish this using a workflow?
Thank you very much for your help!