• JTiekstra
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I am looking for a validation rule that prevents that our Sales reps move opportunity stages backwards (fe from engaged prospect back to suspect).
Only the Administartor must have the possibility to do this. Below an overview of our stages used in SalesForce.
 

1 Suspect

2 Prospect

3 Engaged Prospect

4 Proposal

5 Bid

6 Hot Prospect

Thank you for your answers and help!

Kind regards

Jeanette Tiekstra

Sympac

 

In our Opportunities we use the following formula to calculate the day's before the close date of the Opportunity.
 
{!CloseDate} - TODAY()
 
This formula calculates also the day's after the close date .
We want to exclude some stages of the Opportunity from this formula.
We only want a result of the formula when the opportunity is not equal to the stages close lost, contract, implemented and no bid.
 
Can you help me completing the formula?
 
Thank you very much
Jeanette Tiekstra
In our Opportunities we use the following formula to calculate the day's before the close date of the Opportunity.
 
{!CloseDate} - TODAY()
 
This formula calculates also the day's after the close date .
We want to exclude some stages of the Opportunity from this formula.
We only want a result of the formula when the opportunity is not equal to the stages close lost, contract, implemented and no bid.
 
Can you help me completing the formula?
 
Thank you very much
Jeanette Tiekstra