Has anyone else seen this and should I be able to use the Excel Connector in a shared workbook?
I need to figure out a way to make my team identify a primary contact for their opportunities once they reach a certain stage. Early stage opps will not require them because they are too early in the sales cycle.
But once they get to Stage 3 or higher, I want to require them. They have to be present so that when we generate the sales order form, it knows which contact to indicate on the form. Some of my reps are adding the contact manually on the form after it is generated - but that means there is no one identified on the Opp in SFDC, which is where it should be.