Forum Discussion

BenjaminBrooks's avatar
BenjaminBrooks
Qrew Trainee
5 years ago

Pipelines on Schedule

Hello, I would like to be able to push an automation for leads that are marked as enrolled with a date sold of today. I have come to the conclusion that i will have to use pipelines to do this sinc...
Pipelines
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
try making a formula field called Today with a formula of Today() and using that in your pipeline.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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  • BenjaminBrooks's avatar
    BenjaminBrooks
    Qrew Trainee
    5 years ago
    In pipelines should i use look up a record or search record to do this?

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    Benjamin Brooks
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