TRACK OPPORTUNITY SALES STAGE HISTORY

Our Requirement in the business process flow is how we calculate every step time-consuming need to capture and show.


Step 1.
 First, we can create an entity to store the BPF stage history and use real-time workflow to create the new entity records.
Step 2.

 Then create some fields. Add them to the main form.

  • Opportunity – Lookup field
  • Previous- Single line of text field
  • New – Single line of text field
  • From – Date and time field
  • To- Date and time field
  • Duration(hours) – Whole number (Calculated field)
Step 3. Create a calculated field on an entity to calculate the difference between ‘Start Date’ and Now().

Step 4. Create real-time workflow.

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