Opportunity stage gating with required artifacts
BusinessTaxonomy Seed · 2026-01-06 · sales/lead-opportunity/opportunity-pipeline/stage-gating
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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.
As a Sales Manager
I want require specific fields and artifacts before moving opportunities to the next stage
So that pipeline data is reliable and sales execution is consistent
Capability tags
Required features
Acceptance criteria
- Each stage has configurable required fields and checklist items.
- Stage changes are logged with user and timestamp.
- Exceptions require manager override and capture a reason.