"Are you sure?" Pop up box after clicking on Won.

aknixmetals
aknixmetals Member Posts: 3 VERIFIED MEMBER
Third Anniversary First Comment
edited May 2024 in Sales CRM #1

At our company when a deal is won we have an automation that notifies several executives about the won deal and many times unfortunately a deal is accidently won. Because of the automation they see they won the deal and are able to re-open it; however, it would be nice to have that option to keep this from happening in the future. (Both Desktop and mobile).

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,602 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    Use a required field as a workaround.

  • aknixmetals
    aknixmetals Member Posts: 3 VERIFIED MEMBER
    Third Anniversary First Comment
    #3

    Can you elaborate on how the required field would work to keep the WON button from being clicked on accident? It typically happens from a mobile device when an account rep is moving the deal to a different stage and their finger slides over it.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,362 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #4

    Hi @aknixmetals you can create an automation that reopens the deal unless a given custom field is filled out or selected for example. That is one way of having a confirmation mechanism.

  • aknixmetals
    aknixmetals Member Posts: 3 VERIFIED MEMBER
    Third Anniversary First Comment
    #5

    Thank you, I will give that a try!

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