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Opportunity actions

Hey guys,

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,

Bruno Tiago

Opportunity.PNG (43962 B)
Former Member
replied

Hi Bruno,


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

Best regards,
Felipe

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