I want to know if I can prevent an Opp from moving further down the line into a stage if a field does not meet the requirements? Any ideas? Any offers would be a great help!! Thanks!
Hopefully someone can offer some helpul advice before I pull out whats left of my hair!!
When I go to change the ownership of an account (without checking any boxes) it automatically changes ownership on the Opp level and modifies all existing notes and attachments.
I'd like to change the ACCT ownership without using the data loader but need to keep the OPP w/ the same owner- any ideas?
I'd truly appreciate any helpful tips! This is my first post.
We are a quickly growing company and we are ready to implement the PRM to bring along some partners. We are looking for consultants to assist us with this, and possibly continue with maintenance agreements as we move forward. Please contact me to discuss your services. Thank You.
