Opportunity Stage Validation
Use Cases:
- Control how opportunities move through your pipeline by preventing backward stage changes.
- Keep your sales process consistent and enforce best practices for all users.
- Allow only admins to move stages backward for special cases or corrections.
- Reduce errors and confusion by maintaining a logical stage progression.
Automation(Flows)AdminsConfiguration
Prompt
Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.
