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Phillip Moseley 2
On the Main Sales New Record Type, when Estimated ACV is > 0 or when Estimated Services is > 0 do not allow the opportunity to move to a Closed/Won Status.
On our Main Sales New Opportunity Record Type, when Estimated ACV is > 0 or when Estimated Services is > 0 do not allow the opportunity to move to a Closed/Won Status.
So formula would need to have:
If Opportunity Record Type = Main Sales and the field Estimated ACV > 0 and the field Estimated Services > 0 then don't allow opportunity to move to Stage Closed Won.
I appreciate help creating this validation rule.
So formula would need to have:
If Opportunity Record Type = Main Sales and the field Estimated ACV > 0 and the field Estimated Services > 0 then don't allow opportunity to move to Stage Closed Won.
I appreciate help creating this validation rule.
Please try the above.
Please mark it best answer if it works for you.
Regards,
Priya Ranjan
All Answers
Please try the above.
Please mark it best answer if it works for you.
Regards,
Priya Ranjan