Validation by changing the phase of a deal
I hope you can help me with this topic.
When a sales rep changes the phase of a deal from one phase to another I would like to have a validation rule in place that checks if a specific field is filled or empty.
If it is filled the phase change is possible - if the field is empty a message should be displayed that a phase change is only possible after filling the field xy.
I was able to define the entry criterias within the workflow tool but I'm not able to set up the "action" (show message) and phase change is not done.
Any ideas how to set this up?
Thank you already in advance!