Validation Rule

Can we require that opportunity owners fill out the Clozd form?

Yes. Some organizations may want to require or enforce that opportunity owners submit a feedback form for every closed opportunity. This is possible by implementing a validation rule.

How do we implement a validation rule?

Clozd creates and maintains an opportunity field called Has Win Loss Form. This is a true/false field that shows if feedback on an opportunity has been given or not. Subscribing organizations can reference this field in a validation rule to require sales team participation.

For more information on creating validation rules, please reference Salesforce documentation.

Having trouble? Contact support@clozd.com for assistance.

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