How to make sales rep follow sales process ? #17

Hello Everyone!

It's Wednesday and we are up with the hack.

Consider an admin has set a blueprint for lead status with five stages to follow the transitions for each stage.

Now, if an user while creating a record sets the lead status from stage three then the transitions and the process for first two stages are missed out . So you will want your sales rep to follow the process by going through stage one to the last stage and not start from a stage in between for the leads status field.

How to achieve this ?

Step 1 :Please go to setup -> Customization -> modules and fields -> Leads -> Click on the gear icon next to lead status -> Click on edit properties and set the stage as none and default it.

Step 2:

Please go to Setup->Customization->Modules and Fields-> Lead module->Leads status->Gear icon->Set permission->Read-Only field for Sales Rep profile.

So, whenever the Sales rep creates the lead status defaults to none and starts from Transition one in blueprint thus following the blueprint process and we have restricted them to create a lead with lead status in between.

Check out other hacks shared in this series here.