Seamlessly enforce important processes

Seamlessly enforce important processes

Seamlessly enforce important processes

Ensure data hygiene and enforce approval flows using conditionally mandatory and locked fields.

Highlights
  • Make certain fields mandatory at later stages, such as Opportunity ARR, currency, product, expected close date when it goes into Negotiation stage

  • Lock down fields for certain users, while the record is pending approval. For example, when a renewal license is submitted to finance for approval, or when a shared objective is sent to a client for approval through the Portal

Discover the full power of Field Rules

Discover the full power of Field Rules

Discover the full power of Field Rules
Discover the full power of Field Rules
An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.