Is there a way to track the date that a status changes? (For example, on a CRM automatically filling in a ‘closed date’ field when the status changes to WON.
Yes, you can set up automatic date assignments for status changes in many CRM platforms using workflows or automation recipes. For example, you can create a rule that triggers an action whenever the status changes to “WON,” automatically filling in the ‘closed date’ field with the current date. The exact method depends on the CRM you’re using, but most systems offer some form of automation or workflow builder that can handle this. If you need specifics for your CRM, let me know which one you’re using!