We are trying to create a process that will automatically generate a copy of an existing opportunity once it is classified as Status=Customer (ie. Closed Opportunity) and Saved. The idea is that the NEW Opportunity would be the 'Renewal' Opportunity that will have a 'Forecasted Close Date' of 'End Date + 1' from the original Opportunity. I would also need to copy other relevant fields to the NEW Opportunity such as 'Total Value' along with what the customer originally purchased.
Along with the Status=Customer I would ultimately like to trigger this process based on a 'Close Date' + 7 from the original Opportunity. This would give the Sales Rep plenty of time to update the Opportunity before it was ultimately copied.
I know how to manually do this (ie. create a relationship of a table to itself) but would really like to automate it.
Any guidance would be greatly appreciated.