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9 lines
552 B
Markdown
9 lines
552 B
Markdown
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---
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name: Opportunity Approval Investigation
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description: Diagnose inconsistent approval checkbox behavior on Opportunities and propose a remediation plan.
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tags: investigation, triage, opportunity, approval-process
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---
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A user has reported the following bug: "When an Opportunity moves to Proposal/Price Quote with a Discount ≥ 20% or ACV ≥ $100k, the Approval Required checkbox should be checked. Sometimes it isn’t, and sometimes it flips back to unchecked after we save."
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Let's investigate, uncover the problem and plan an approach to fix it.
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