How I set as won a opportunity? The option is block and there is a message: "6 mandatory steps for sales phase develop value proposition missing", how i know the list of steps to finish this?
Best regards and thanks,
Felipe Fraga replied
I believe the first thing to do here is to check if you really need the Approval Process in your scenario.
In case you do, I'd advise you to give a look on the Quick Guide for Approval Processes that can be found in the Help Centre within your system. This document contains a series of other documents explaining the whole process of setting up the Approvals.
In case more info is needed, please let us know