How to Make a Rule That Matches Closed Opportunity Outcomes and Stages
This rule will make it so that when you set a Product Opportunity’s Outcome to Won, it will update the stage to Closed – Won, automatically. It will also do the reverse when you set the stage to Closed – Won.
Note #1:
- This rule applies to Product Opportunities, but you can make one for Parent Opportunities the same way.
- To do that, select Parent Opportunity instead of Product Opportunity in “Create the Rule” step #5.
Note #2:
- This rule covers when an Opportunity is won, but you can make one for an Opportunity that lost as well.
- To do that, select Closed – Lost when the instructions tell you to select the stage Closed – Won. And select Lost when the instructions tell you to select the outcome Won.
Note #3:
- Once you understand how this rule works, you can use the format of this rule to match any opportunity stage to any opportunity outcome.
To get started:
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Go to the Customize workspace.
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Go to the Rules tab.
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Click Manage Rules to open the Rule Editor Interface.
Create the Rule
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Click Add Rule.
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Select Product Opportunity.
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Name the Rule Closed – Won.
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Select Modification only. Click OK.
Add Criteria to the Rule
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Click Edit in the Criteria section.
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Click Add in the window that pops up.
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Click Select.
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Select Product Opportunity in the first column, then Outcome in the second column. Then click OK.
- Check the Has Changed box.
- Set the Condition to equals.
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Set the Value to Won.
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Click Add again.
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Set the first line of Criteria to OR.
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Click Select on the new line of Criteria.
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Select Product Opportunity in the first column, then Stage in the second column. Then click OK.
- Check the Has Changed box.
- Set the Condition to equals.
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Set the Value to Closed – Won.
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Click OK.
Add Actions to the Rule
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Click the Add button in the Actions section. Select Update Field.
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Type “Closed – Won” into the Description. Then click Select in the “Set value of” field.
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Select Product Opportunity in the first column, then Stage in the second column. Then click OK.
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Set the To field to Closed – Won. Click OK.
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Click the Add button in the Actions section. Select Update Field.
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Type “Won” into the Description. Then click Select in the “Set value of” field.
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Select Product Opportunity in the first column, then Outcome in the second column. Then click OK.
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Select Won in the To field. Click OK when finished.
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