I tried workflow, but I'm stuck on a formula. I've tried a trigger, but stuck again...
can someone tell me step by step where to go and what to do? We are using enterprise addition. They've submitted this request to what I refer to as the Abyss, and it is REALLY hindering my ability to pull reports and jobs. I would GREATLY appreciate any and all help!
I selected "Conversion Completed" (which is the field I created). When it's true, I want it to immediately create the opportunity. A requirement is close date. I wanted to set the date out 30 days from the creation of the opportunity. I'm stuck in writing the formula.