All Collections
Swantide Workflows
Required Fields on Opportunity Creation
Required Fields on Opportunity Creation
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

​​With the Swantide Workflow, "Required Fields on Opportunity Creation" you can set the required fields on Opportunity Creation based on Opportunity Type. In addition, if a rep is to create an Opportunity Past the First Stage, validate that they have entered the fields needed to move past your Stage One of your Opportunity Stages.

If you require all Opportunities to start in the First Stage, then enable the following Validation Rule, "Start Opportunities in the First Stage"

Did this answer your question?