I would like to be able to display an opportunity 'age' in the sales
pipeline and against the opportunity views.

The 'age' would inform the user quickly and easily how 'old' the
opportunity was, i.e. subtract current date from created date and
provide a number of days in a field. It would need to be dyanamic as
obviously as each day goes past the opportunity gets a day older.

Is this possible as it is a fairly basic requirement of most sales
managers. If so, how could I implement it in MSCRM 3.0?

All help appreciated.

Irishtoon


--
--------------------------------- --- -- -
Posted with NewsLeecher v3.8 Final
Web @ http://www.newsleecher.com/?usenet
------------------- ----- ---- -- -

You could add a custom field called "age" of type int to the opportunity form
and then create two workflow rules: one that is a manual workflow rule that
waits one day then updates the "age" field += with a static value of 1 (this
would add 1 to whatever value was in that field to start with). Then create a
workflow rule that is triggered on create that calls the first rule as a
subprocess. Then go back to the manual rule you created and have it call
itself as a subprocess so that it keeps getting called, waits another day,
then adds 1 to the age field every day.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"irishtoon" wrote: