I'd like to set-up something like a "verification rule" so everytime someone tries to change the status of a lead to unqualified without adding something to or editing the description field (they would need to leave a comment why it is unqualified) it wouldn't be possible to save this action. So that the users are getting reminded to leave this comment.
Can you help me?
Greetings,
Philipp
3 risposte
Create a validation rule for this
IF(
AND(
NOT(ISCHANGED(Description)),
ISPICKVAL(Status, 'unqualified'),
NOT(PRIORVALUE(STATUS)='unqualified')
),
true,
false
)
