Reusable user stories — organized by business taxonomy

Search and reuse user stories for enterprise implementations (Treasury, Payments, Cash Forecasting, Bank Connectivity…).

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Updated: 2026-01-10T04:32:51.378Z

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Opportunity stage gating with required artifacts

As a Sales Manager, I want to require specific fields and artifacts before moving opportunities to the next stage, so that pipeline data is reliable and sales execution is consistent.

Sales → Lead & Opportunity → Opportunity Pipeline → Opportunity Stage Gating · BusinessTaxonomy Seed · 2026-01-06

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