Sales managers at Cloud Kicks have noticed that information in some opportunity reports is incomplete. A consultant has performed an analysis and determined that opportunity stage reports often lack key information that sales managers expect at each stage because sales reps have yet to enter the data.
What should the consultant recommend so opportunity stage reports always contain the data managers expect?
To ensure that opportunity stage reports always contain the data managers expect, customizing Path and creating validation rules dependent on stages is the best approach. This ensures that sales reps must fill in the required fields before progressing to the next stage. Simply marking fields as required on the page layout does not ensure that the information is entered at the correct stage, and configuring Path by checking the Key Reid Required checkbox might not enforce stage-specific requirements. Autolaunched flows can help in identifying missing data but won't enforce data entry at each stage as effectively as validation rules.
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