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How can I make the due date of an upsell opp cta equal to the close date of the opportunity from whi

  • 27 June 2019
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Right now, I don't see this as an option to set. What are others doing in the absence of that?


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Best answer by jitin_mehndiratta 2 July 2019, 08:39

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Hi Meenal,



 



This can be accomplished via Bionic Rules as long as there is a reference of the triggering opportunity in the Upsell Opportunity CTA. 



Are you facing any issue with achieving this via Rules?



 



Regards,



Jitin



 


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