• Brein Jones 8
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Hi There,

 

I am trying to build a validation rule which prevents sales people from closing opportunities with the close date in the future. Especially when the opportunity is closed lost, they quite often don't change the close date and just leave the expected close date, which can be months ahead.


Any suggestions? I already use the close date cannot be prior the current month, maybe this could be altered ?

 

AND(OR (ISNEW(),ISCHANGED( CloseDate )),
CloseDate < DATE( YEAR(TODAY()), MONTH(TODAY()), 1) )

 

Thanks,

Jenni