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Topics#Sales And MarketingSarah Brock's Question
Sarah Brock asked in #Sales And Marketing
Feb 19, 2012, 9:18 AM

How would I enforce Opportunity Stages

I would like to ensure users progress through all the stages of an opportunity. And if for some reason the user isn't to progress through a stage then some way of recording who (and possibly why) it has been bypassed.

 

Should I put a button "progress to next stage" to poll through the Stages or is there something simpler? Users feel that if they are left free reign on the Opportunity Stages then that would be too open.

 

Any help/pointers always welcome.

 

Thanks
2 answers
  1. Jatin Jain
    Feb 19, 2012, 9:52 AM
    Assuming, you got 5 stages to complete an opportunity, then you can create stage-> percentage for them like

     

    Stage 1-20%

     

    stage 2- 40

     

    3- 60

     

    4- 80

     

    5-100

     

    Have a validation rule, wherein you can check the Differenece between old and new stage percentage should be exactly equal to 20.In case, if it doesnt have a validation rule error saying you can move at this stage currently.

     

    If yo

     

    u have other things like products related list or contact related list to show based on stage, then i would suggest to create VF page and custom button for this. But if its just about restricitng then validation rule can do the part.

     

    HTH

     

    JJ
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