Seamlessly enforce important processes
Seamlessly enforce important processes
Seamlessly enforce important processes
Ensure data hygiene and enforce approval flows using conditionally mandatory and locked fields.
Highlights
Make certain fields mandatory at later stages, such as Opportunity ARR, currency, product, expected close date when it goes into Negotiation stage
Lock down fields for certain users, while the record is pending approval. For example, when a renewal license is submitted to finance for approval, or when a shared objective is sent to a client for approval through the Portal
What's new
What's new
Power your every process.
Discover the full power of Field Rules
Discover the full power of Field Rules
Discover the full power of Field Rules
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Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by