Opportunity Stage Gating

Admins can set up custom validation rules and approval flows to control opportunity stage progression and ensure sellers follow process

Guide to modify opportunity stages and add rules

1. Go to Revenue in the Settings page

1. You can add or modify the stage names and their order

2. Click on the ... button to the right of a stage and go to Stage Validation to set up validation rules and approval flows for a particular stage

3. Assign Reviewers - For each phase of the approval process, you can select multiple users who can approve it. In this example

In this example, an approval from either Diogo or Ishan will complete the Phase 1 of approvals

1. Add mandatory fields - You can mark opportunity fields that must be filled up by the seller before an opportunity in that stage can be sent for review

1. Configure stage duration and reminder notification settings and click on Save

2. Enable Sequential Stage Progression to ensure that opportunities can be progressed only to the immediate next stage.

Process to change the opportunity stage

• Once the rules are set up, whenever a seller changes the stage of the opportunity, they will be prompted to fill out the mandatory fields.

• Post that, the opportunity will be marked under review. Reviewers get email and in-app notifications when their review is required.

• They can navigate to the Approvals tab of the opportunity and provide their review. Rejecting an approval request will move the deal back to the original stage

• Opportunity owners can cancel the stage change request from the Approvals tab if they want to undo this while the review request is open.