Add Deal Rating as an option when creating Approval Criteria

I want to be able to require that the rating field be populated.

  • Jared Carlisle
  • Jun 28 2017
  • Already exists
Sponsorship & Partner Engagement
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  • Eric Holland commented
    24 Jul, 2019 10:31pm

    In general, the idea is to open the logic of the Approval Criteria dropdown to allow other sponsorship module related fields to be added. Multiple fields (in addition to Deal Sheet Rating) would be useful to have as options.

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  • Eric Holland commented
    18 Jul, 2019 03:55pm

    This would be beneficial to trigger Approval Steps based on updated values to the Deal Sheet Rating.

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