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MCoughlan6
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Miembro desde ‎ene 24, 2023
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MCoughlan6 en Marzo 30, 2023
Closed Won Approval
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Leer más
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MCoughlan6
Participante
Marzo 31, 2023
That's great, thanks for your help 🙂
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MCoughlan6 en Marzo 30, 2023
Closed Won Approval
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Leer más
Responder Conversación Professional
0 Me gusta
2 Respuestas
MCoughlan6
Participante
Marzo 31, 2023
That's great, thanks for your help 🙂
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MCoughlan6 en Marzo 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Leer más
Responder Conversación Professional
3 Me gusta
9 Respuestas
MCoughlan6
Participante
Marzo 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Leer más
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MCoughlan6 en Marzo 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Leer más
Responder Conversación Professional
3 Me gusta
9 Respuestas
MCoughlan6
Participante
Marzo 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Leer más
Resuelta
MCoughlan6 en Marzo 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Leer más
Responder Conversación Professional
3 Me gusta
9 Respuestas
MCoughlan6
Participante
Marzo 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Leer más
Resuelta
MCoughlan6 en Marzo 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Leer más
Responder Conversación Professional
3 Me gusta
9 Respuestas
MCoughlan6
Participante
Marzo 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Leer más
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