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PCRecycler
Validation for Opportunity Stage by Role
We
are using Professional edition and we now a widget that creates an
invoice in Quickbooks once an opportunity is marked Closed/Won. We
would like to make a validation rule so that only certain roles can
save the record as Closed/Won. The role that would be able to save a
record is "Admin Manager"
I'm not a programmer at all but I can copy and paste and follow directions real good.
Thanks for your help,
Jeremy
Validation rules have to return "True" when the record does not comply with your business rules. So this should do it: