Question: How do I create a recurring won opportunity for three years for $35,000?
Answer: Use the Schedule by Zapier app (a third party integration app that comes with a free trial) and connect it to Copper. This should enable you to schedule the Opportunity creation on a monthly basis. Then use the filter by Zapier to end the Zap. Need to setup a Zapier trial? Please set it up here.
Please use the link below to setup this Zap. Or if you prefer, we've included images below to help you out!
Use the Trigger "Schedule" by Zapier
For your action, search for Copper and select "Create Opportunity"
Add a filter by searching for Filter
Use only continue if, to have the recurring creation of the opportunity end by a certain date