Is there a way to auto generate a person and date for how much time has past for any updates to a Deal?
Hey Donald! When you mention auto generating a person for updates to a deal, are you only looking to do this after some time has passed or do you want the deal to be created with a specific person already assigned?
If it’s the latter scenario, you can use Item Default Values to set this up!
Let me know if this doesn’t quite answer your question - I’d be happy to figure out a different solution!