As an Admin, I want the ability to configure which fields are required to mark a CTA Closed Won, differently than the fields required to mark a CTA Closed Lost, so that I can support different workflows depending on the outcome of a CTA.
For context, we have a CTA process where we would like to require certain fields to be filled out prior to the CTA being marked as Closed Won. If, for whatever reason, the CTA is no longer needed (but deleting isn’t ideal) or unsuccessful and is marked as Closed lost, those same fields shouldn’t, or maybe can’t, be filled in. We may even want different fields to be required to close, if the CTA is Closed Lost.
As it stands, we have to choose between poor data hygiene for Closed Success CTAs where no fields are required to close it with that status - and a bad user experience (and also bad data hygiene) requiring users to fill in useless fields to close a CTA out as close lost.
What is required to close, should be configurable by Closed Status and/or Status Reporting Category. This would be in addition to configuring the mandatory fields on a per CTA Layout basis - not instead of.
