I have defined properties against our sales stages, these properties are a check-in to hold the sellers accountable for ensuring general sales disciplines have been met before we move an opportunity from 10% to 20%, as an example.
At this time provided a user has selected an answer in the drop-down box and entered something in the free form field they can progress the sales stage forward or backwards. This is NOT IDEAL as this bypasses the very purpose of having a discipline to the sales stages and their associated exit gates.
Therefore, I wonder if anyone has defined a logical criteria workflow that will restrict moving deals between stages unless specific property values have been met. I have considered this to be as simple as:
-If all fields says ‘Yes’ and the free form text has a single character utilised - allow progress to sales stage selected
OR
- If a ‘No’ is selected from a drop down option but the free form field has more than 3 words then the free form box can override the other criteria - allow progress to sales stage selected
Happy to connect and talk offline if easiest? I appreciate any assistance.