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Shani Petrie (Buff & Co) asked in #Journey Builder
Mar 15, 2021, 8:52 AM

Help! Validation Rules - Lead Status Change

Hi, I need help with a Validation rule to help restrict the number of changes in a day a standard user can move the lead through its lead cycle e.g. Can move from Qualified to NA 1 but not again to NA2 in the same day? 

 

Does anyone have any tips? 

 

Thanks
4 answers
  1. Cathrine Matilda (NRAS)
    Mar 15, 2021, 9:10 AM
    Hi Shani,

     

    You can use the below validation rule. change Field Name as needed.

     

    AND( ISCHANGED(Qualified__c),  LastTransferDate =TODAY()   )

     

    Cheers,

     

    Cathy
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