I'd like to have a validation rule or anything else->that is giving me an error message and won't let an user put an opportunity to closed won, if the attached account has type with the value equals prospect and 2 other account fields "Customer Success Manager" and "Services Lead" are empty.
With this, I want to achieve that the user is first going back into the Account ->changes the value of the type not to prospect and fill in two other important fields, so in order user can finally set oppty to closed won.
Thanks for your help how to set-up such a validation rule/formula or process..
Many thanks,
Philipp
3 réponses
no the idea was that it will block me from putting it to closed won...so I need to first fill in the missing field on the account side and also change account type...its solved now. thanks
