CRM On Demand - Administration (MOSC)

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Making fields required for Conversion of Lead

edited Feb 20, 2014 12:00PM in CRM On Demand - Administration (MOSC) 4 commentsAnswered

As soon as you create a Lead it is in Qualifying stage.

We have 5 fields that are required to save a record.

Then when you want to mark it as qualified, we have another 5 fields marked with an asterisk that need to be filled out and they are made mandatory using the "Before Modified Record Saved" as validation.

This works fine.

Now comes the conversion, since you followed the process, you can now convert it.

However, if someone jumps from Qualifying to Conversion, this validation does not trigger and allows the user to do so.

I tried

  • adding the second status value to the original workflow - DOES NOT WORK

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