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Muhammad Kashif 17
Stop transfer opportunity to aonther contact if stagename is close won
Hi,
How to stop transfer of opportunity to another contact if stagename is 'Close Won' or 'Close Lost'. How can I do this ? Pleaase provide a soultion with Apex or process builder.
How to stop transfer of opportunity to another contact if stagename is 'Close Won' or 'Close Lost'. How can I do this ? Pleaase provide a soultion with Apex or process builder.
You could go with simply a validation rule.
IF( OR(ISPICKVAL( StageName , 'Closed Won'),ISPICKVAL( StageName , 'Closed Lost') ) , ISCHANGED( OwnerId ) , NOT(ISCHANGED(OwnerId)))
The above one will work for you.
Thanks,
Deepu