I’m creating an Customer Pipeline and I would like to create a “Annual Revenue” field. So for example: When I add a date from the “begging of the contract” column I want that my column of “Annual Revenue” create a date for 1 year from now.
So: Beginning of the contrar it’s today 12oct 2021 the date on revenue is 12oct 2022
And besides that, I would like to create an automatization:
“When there are 60 days left for the revenue date, Notify Letícia”
It’s ALL that possible? If it is, can someone please show me how?