Salesforce Closed Lost Validation Rule
Creating a Salesforce Validation Rule on Opportunities that forces users to mark the reason why the deal was lost is valuable because it provides insights. By understanding why deals are lost, your company can identify and address any issues that may be causing lost sales.
This information can be used to improve the sales process, such as by adjusting the sales strategy or by providing additional training to sales staff. Additionally, it provides transparency and accountability to the sales team, by understanding the reasons for lost deals and making it clear who is responsible for it.
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