Can I trigger actions on Closed records in the Process Designer?
Yes, you can add a step in the Process Designer to trigger actions on Closed records. For example:
- If an Organization has a linked Deal with a Sales Stage of Closed Won and the Deal date is within the last 18 months, you can set the Organization's status to Existing.
- If the last Deal is older than 18 months, you can automatically update the Organization's status to Lapsed.