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Require Fields by Opportunity Stage
Require Fields by Opportunity Stage

Deploy this template for each of your Stages that you'd like to require fields in, for reps to fill out as they work their Opportunities.

Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

Use this template to create field requirements throughout your Opportunity Stage cycle. For each Stage that you'd like to make requirements, create a separate template to define which fields should be required.


Require Fields by Opportunity Stage (Excluding a Profile)

This template differs from the standard Require Fields by Opportunity Stage in that this Workflow will exclude a certain Profile from the requirements, for example, a System Admin)

Use this option if you have certain profiles who should not be required to fill out the fields defined.

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