push properties to enter values if anybody change the life cycle stageSOLVE
Oct 27, 2017 9:15 AM - edited Oct 27, 2017 9:16 AM
Is there any way to push the properties if anybody changes the lifecycle stage. For example, I am on company view and I am changing the lifecycle from MQL to SQL so as person change that property, push few mandatory properties which need to be in the system before changing that stage.
I know while creating deal you can but my concern is before that.
Solved! Go to Solution.
Nov 7, 2017 6:55 AM
You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated.
The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question.
Hope this helps.