Hi All,
Can anyone suggests me to prevent the deal stage to mark as closed won until one of the property for example amount been filled.
So how to setup the automation for this deal object.
In this case, One way could be to use conditional stage properties For example, you could add “amount” as a required conditional stage property for the “closed won” stage
Let me know if you have any follow-up questions.
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Thanks @Jigar_Thakker and @karstenkoehler For the quick reply.
Hi @JTony13,
There is a setting that allows you to specify a required property that needs to be filled before a deal can be moved to a stage. You can find step by step instructions here: Set up and manage object pipelines
Best regards!