Hi Everyone.. I'm wondering if there is Workflow that I am missing that creates a warning message to the user based on certain criteria.
Warning Message:
Let's say for example, the user moves the Deal to a new stage and Field X = is empty
Field Y = No
Field X = Yes
When user moves the stage a warning message says "Are you sure? X is blank Y is No and X is Yes. Option to say... yes I'm sure and option to no, i'll fix it.
Error Message
If drop down field X = yes and
drop down field Y = yes and
drop down field Z = no then Error Message says... "I'm sorry you can't select no if X= Yes and Y=Yes"
As an interim solution, you could use deal-based workflows to check when certain properties are left empty or incorrectly filled. In those cases you could send an internal email notification to the Deal owner. Not ideal, as it's not immediate, I know.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
As an interim solution, you could use deal-based workflows to check when certain properties are left empty or incorrectly filled. In those cases you could send an internal email notification to the Deal owner. Not ideal, as it's not immediate, I know.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer