We currently have a validation rule that if the Opp is Closed/Lost the user needs to enter the Lost Reason. Although the user needs to go back to the record and update the picklist.
I would like for the Lost/Reason field to be prompted in the page after the Opp record was saved as Closed/Lost without a Lost Reason.
Can I do this with Flows #Flow
#flow3 个回答
Hello,
Make lost/reason field dependent on StageName field and make it required on the page layout. Let me know if you have any questions.