Limit deal stage based on Amount

Smart CRM & Sales Hub CRM
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1

Hi

We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0.

Essentially I want to marke my Margin field mandatory to be completed before I progress a Sales Stage. Margin is used in numerous calculations so it isset by a workflow to be $0 when a Deal is created - otherwise the calculations for our total pipeline would fail.

I’m looking for a way to limit the Deal Stage if a Rep has not entered the Margin (Amount) in a Deal. I cannot find a way to do this. Any ideas?

2

Hi @BLaRosa,

There are ways to make fields required but not ways to force a user to change it something else than $0, unfortunately: Set up and manage object pipelines

If you want to make a non-$0-amount required, that would require an Enterprise subscription. Here are the steps:

  • Create a custom checkbox property “Deal amount greater 0”
  • Use a workflow to update this property to “True” when the deal amount is greater than 0
  • Make the property view only: Manage view and edit access for properties (this is the Enterprise only feature)
  • Make the view-only property required for the deal stages

Now users can only proceed if the property is checked by the workflow.

In Professional subscriptions or lower, this can, as far as I know, not be enforced.

Best regards!

3

This looks workable - I’ll give it a try. Thanks!

4

Hi,
Do you mean that he can not progress without an amount?