CRM On Demand - Administration (MOSC)

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Opportunity - Order Upload process

edited May 8, 2014 4:05AM in CRM On Demand - Administration (MOSC) 7 commentsAnswered

Hi,

I've a requirement from client whereby there should be an option to upload order as an attachment under Opportunity object. And whenever an opportunity is changed from any stage to "Closed/Won" then system should prompt business head to upload order.

And only Business Head of respective Vertical should be allowed to change any Opportunity to Closed / WON Stage. So, either we should track the validation done by Business Head on all CLOSED/WON cases or this option can be made available only to Business Heads.

Below are few scenarios I could think of:

1. When Sales Exec moves the sales stage to Closed/Won:

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