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Topics#Data ManagementDomanda di Philipp Mathis
Philipp Mathis ha fatto una domanda in #Data Management
12 dic 2019, 14:16

how to add specific exit stage/close stage only on the very first stage of the oppty process?

hello community

 

We have a qualify stage (very first stage) and there you can still set the oppty to closed - unqualified.

 

Is it possible to only make this closed/exit stage availble at that very first stage "qualify"?

 

Once I have moved to the next stage "analyze", it shouldn't be possible to put closed - unqualified, only closed - lost.

 

Thanks for any ideas,

 

Philipp
3 risposte
  1. Eric Praud (Polsource)
    12 dic 2019, 14:22
    Hi Philipp,

     

    You could create a validation rule:

     

    AND(

     

    NOT(ISPICKVAL(PRIORVALUE(StageName),"analyze")), ISPICKVAL(StageName,"closed - unqualified"))
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