Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
Comments
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@Hossein Mohsenian this already exists since recently
https://community.pipedrive.com/post/required-fields-update-5f30efe17e7c556d2e0d7f35Also, in case you don't have the required fields feature, you could build out an automation that automatically moves deals back a pipelines stage or reopens them when certain info is missing.
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Mike van der Valk said:
@Hossein Mohsenian this already exists since recently
https://community.pipedrive.com/post/required-fields-update-5f30efe17e7c556d2e0d7f35Also, in case you don't have the required fields feature, you could build out an automation that automatically moves deals back a pipelines stage or reopens them when certain info is missing.
@Mike van der Valk Hi Mike, I used DEAL, STAGE BEFORE UPDATE and STATUS BEFORE UPDATE in IF condition, but the deal still doesn't show up in previous stage with previous status. This has very high priority.
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Mike van der Valk said:
@Hossein Mohsenian this already exists since recently
https://community.pipedrive.com/post/required-fields-update-5f30efe17e7c556d2e0d7f35Also, in case you don't have the required fields feature, you could build out an automation that automatically moves deals back a pipelines stage or reopens them when certain info is missing.
@Hossein Mohsenian unfortunately I can't check your account and how the workflow is setup. If it's high priority please reach out to our support team, they can help you setup this automation. Here's a video example of how it should work created by one of my colleagues: https://www.screencast.com/t/y27NDkkLr6
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