Hi Guys,
I've recently created a business process for my opportunity entity/ table to help the sales team to follow a consistent process while also capturing information that is required by our operations team should the deal be won.
I've made a number of the field required at the business process level but I still find that the sales team can close the opportunity won or lost without having completed each of the business process steps.
How do I ensure that the sales teams are using the process and how do I ensure that an opportunity can not be closed won or lost without all of the steps being completed?
Regards
Jason