Validation to ensure certain Account Fields are populated when Deal Stage changes
Like in most Sales cycles, certain key account information comes in only during the latter stage of the deal. Some of these attributes are associated with an Account, not a Deal.
How do I get Zoho to mandate filling up this information at an Account level when the Deal stage changes from say x to y?
I know it's possible to set this up within a deal itself whereby certain fields within the deal can be made conditionally mandatory depending on the stage, but this doesn't solve my problem.
I can't enforce this behavior at the Lead stage either as it's too early in the Sales process to get the information I am referring to above.
Are there any workarounds for this if not directly possible?