Use Case: biz team decide to set a rule that Opportunity Stage are not allowed back to the previous Stage and team decide not to add number in the Stage as prefix.
Solution: create a validation rule with hard code each stage with a number, but the number only valid for the validation rule.
Let's say this is our Stage for open Opportunity from beginning till before closed.
- Prospecting
- Qualification
- Needs Analysis
- Value Proposition
- Id. Decision Makers
- Perception Analysis
- Proposal/Price Quote
- Negotiation/Review
Validation rule:
CASE
(
StageName ,
"Prospecting", 1,
"Qualification", 2,
"Needs Analysis", 3,
"Value Proposition", 4,
"Id. Decision Makers", 5,
"Perception Analysis", 6,
"Proposal/Price Quote", 7,
"Negotiation/Review", 8,
0
)
<
CASE
(
PRIORVALUE(StageName) ,
"Prospecting", 1,
"Qualification", 2,
"Needs Analysis", 3,
"Value Proposition", 4,
"Id. Decision Makers", 5,
"Perception Analysis", 6,
"Proposal/Price Quote", 7,
"Negotiation/Review", 8,
0
)
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