CRM

Vai_Vi
Participante

Is there a way to limit deal to be mandatorily created in specific stages

Hello!

 

Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation.

 

Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage?

 

Appreciate support from anyone who can help us know how to solve this.

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PamCotton
Gerente da Comunidade
Gerente da Comunidade

Is there a way to limit deal to be mandatorily created in specific stages

Hello @Vai_Vi, thank you for posting in our Community! 

I want to invite our top experts to this conversation, @Bryantworks @StefaniUAT @Mike_Eastwood do you have any best practices to share with @Vai_Vi?

 

Thank you,

Pam

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