Prevent deals from moving to closed won with missing data
A hard block prevents reps from advancing a deal if they haven't completed necessary information. The system flags exactly what is missing for the next stage, such as a next step date, an economic buyer, or a past close date. This keeps the CRM honest while still speeding up the write-up.
Overview
People affected2 accounts across 1 forum
Workarounds found2 items attempted
Community agreement8 total upvotes
What the numbers show
Counted from the threads quoted below. How we count
- People have been saying this in most months since September 2026.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
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Said It Here — Actionable Troubleshooting Checklist
Prevent deals from moving to closed won with missing data
Source: https://saidithere.com/problems/preventing-deals-from-closing-without-required-data · Verified Community Workarounds
- 1Create a yes/no property that rolls up from line items addedDid this help you?
- 2Add an approval stage requiring management sign-offDid this help you?
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
Where this came up
People with this problem also raised
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