AnsweredAssumed Answered

How to restrict who can change status on an opportunity to "Closed Won"?

Question asked by Philippa Grover on Apr 14, 2015
Latest reply on Apr 16, 2015 by Philippa Grover
We have a client who would like to be able to restrict which users can set an Opportunity as "Closed Won". This is because they need the Opportunity to be authorised before it gets "won" in the system.

Initially, I thought I could do something with roles. however I cannot specify restrictions of a particular value via roles. Can something be done using a workflow? Perhaps to automatically "win" an Opportunity when a certain person ticks an "authorised" box on an opportunity? Could I then hide "Closed Won" on the list of sales stages?

I have a feeling the answer will be to change it via code, but I would like to avoid that it possible.

Outcomes