{"id":1851,"date":"2025-11-19T14:04:50","date_gmt":"2025-11-19T15:04:50","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1851"},"modified":"2025-11-19T17:40:29","modified_gmt":"2025-11-19T17:40:29","slug":"automatic-deal-stage-progression","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/11\/19\/automatic-deal-stage-progression\/","title":{"rendered":"Automatic deal stage progression"},"content":{"rendered":"

Hi there<\/P>

\u00a0<\/P>

I’m looking at how to get a deal to move automatically between deal stages based on estimated deal closing date. This would be for licence renewal deals, so for example I’d set an estimated deal closing date of 1st December 2026 and deal stages of ‘Active’, ‘3 months to renewal’, ‘1 month to renewal’ and ‘Renewal OverDue’. Then would like the deal to automatically move from ‘Active’ to 3 months to renewal’ on 1st September and then to ‘1 month to renewal’ on 1st November. I can then put in a workflow to trigger emails when the deal moves.<\/P>

\u00a0<\/P>

Any help appreciated.<\/P>

Thanks<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi there\u00a0I’m looking at how to get a deal to move automatically between deal stages based on estimated deal closing date. This would be for licence renewal deals, so for example I’d set an estimated deal closing date of 1st December 2026 and deal stages of ‘Active’, ‘3 months to renewal’, ‘1 month to renewal’ […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1851"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1851"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1851\/revisions"}],"predecessor-version":[{"id":1852,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1851\/revisions\/1852"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1851"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}