When managing opportunities, we often have a workflow rule that forces the user to type in why the opportunity is qualified. One of our industrial sales clients took this a step further by providing staff with scorecards that prompt the user to answer a series of questions – and get a decent score – before they can progress the opportunity along.
Adding Color to Required Fields
This video illustrates how we add color to your system. In this example, we have made any/all yellow fields in the CRM instance yellow. This