Double check if I really want to mark a deal WON or LOST

andres

Here's the situation:  after a sales call I'm pumped and want to mark a deal Won or Lost as fast as I can.

However, often I forget to go through a mandatory checklist (is the value updated, do I have all info needed from prospect, etc).

Is there a way to prevent me to mark a deal WON or LOST?

 

A solution may be to show a pop-up asking "Have you done your homework?  Is the value up to date?  Did you check the checklist?" everytime I mark a deal W/L