I would like to set that an opportunity can be moved to the next stage only if certain fields are filled in. Is it possible with Copper?
Best answer by Michelle from Copper 2 June 2023, 20:24
Hi @flora.patai, thanks for posting! We don’t have a built-in feature that does that currently. You could potentially build a workflow automation rule that moves an opportunity to a certain stage if certain fields are blank. However, that wouldn’t prevent the Opportunity from being moved in the first place. Let me know if that’s an option you’re interested in.
In the meantime, I encourage you to upvote this Idea thread about the feature you’re asking about. This way we can notify you if we have any updates in the future.
Refer a friend using your custom referral link, and when they purchase a Copper plan, you’ll both receive a $50 credit. Click the button below to register for your custom link.
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.