Data_model

Which fields should be required at each sales stage?

Require the minimum that proves the stage was genuinely reached, and enforce it with validation at stage exit rather than on save. Every required field is a tax on rep time, so each one needs a report or an automation that consumes it — if nothing reads it, it shouldn't be mandatory.

Tie the requirement to a document or artifact wherever possible: a proposal link before negotiation, a signed contract before closed-won. Artifact-based gates are harder to fake than picklists and give managers something real to inspect. Publish what each gate requires so the rules are enablement, not surprises.

Evidence

What this is based on

Every claim above comes from work LeanScale published. These are the sources.

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