We have 5 stages in our funnel and we want all opps to be entered at stage 3. Is there a way to create a rule or setting that would force this to happen?
If these are your Opportunity Stages
1. Prospecting
2. Qualifying
3. Proposal Development
4. Validating
5. Securing
Then your Formula needs to be like this
AND(
$Profile.Name <> 'System Administrator',
ISNEW(),
CASE( StageName ,
'1. Prospecting', 1,
'2. Qualifying', 2,
'3. Proposal Development', 3,
'4. Validating', 4,
'5. Securing', 5,
0 ) > 3
)
If these are your Opportunity Stages (without Numbers)
Prospecting
Qualifying
Proposal Development
Validating
Securing
Then your Formula needs to be like this
AND(
$Profile.Name <> 'System Administrator',
ISNEW(),
CASE( StageName ,
'Prospecting', 1,
'Qualifying', 2,
'Proposal Development', 3,
'Validating', 4,
'Securing', 5,
0 ) > 3
)
