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Lead/Opportunity stage confirmation for Creatio

Request for confirmation of an opportunity stage change

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Lead/Opportunity stage confirmation for Creatio allows asking a question with confirmation of an lead/opportunity stage change.

    Use cases:

    The add-on prevents the possibility of accidentally saving an opportunity in the final stage.

    Key features:

    • Request for confirmation of an lead/opportunity stage change.

     

    Languages
    Support conditions

    To keep this app free of charge support is provided only by email.

    Price
    Opportunity stage confirmation for Creatio
    Free
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.16 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework
    Guides and manuals

    Open lookup 'Opportunity stage' or 'Lead stage' in System designer - Lookups, add the 'Confirmation message' column in the list and fill in it for stages that require confirmation.

    Leave your feedback about the solution to its developer and Marketplace team