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Prevent opportunities from being saved with no process set

Right now (in CRM Live) if there are multiple sales processes defined you can open an opportunity, set or leave the process field to blank, and save the opportunity. This results in an opp with no process or stage set.

For clients where opps are created via the API, they are ALL coming in without process (because processes/stages can't be set via api) so it's messing with their reporting.

Thanks!

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    Daniel Gill shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • Jan Carter (Maximizer, Head of Product & Development) commented  ·   ·  Flag as inappropriate

        Is the request to select a Process and Stage using the API so that there are no opportunities created by integrations that do not have a process selected? Or do you want to make sure someone can't manually create an opportunity and not have a process selected? Or both?

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