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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 →

    5 comments

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      • Jin Yu commented  ·   ·  Flag as inappropriate

        Setting opportunity Process and Stage as mandatory fields has been implemented. The function will be available in next release.

      • Jin Yu commented  ·   ·  Flag as inappropriate

        Global Edit to set process and stage is already in the product. It was implemented in Maximizer CRM 2019.

      • David Perrella commented  ·   ·  Flag as inappropriate

        Also it would be very helpful to have a global edit option where we can set the Process (and then optionally the stage) on all the opportunities.

      • 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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