Standardize the Next Action field on opportunities
Standardize the Next Action field on opportunities: update it every 7 days, use the format "MM/DD: next action to get closed won", include the expected...
Standardize the Next Action field on opportunities: update it every 7 days, use the format "MM/DD: next action to get closed won", include the expected signature date once you reach scoping, and make it required from allocation on.
Source notes from inventory:
*Sources:* Gmail
Gmail: 2026-03-01 · *Internal: Can we standardize Next Actions on Opportunities?* · thread `19caabbbf02e3352` · msg `19caabf86c159ef7` · to: Arkus internal · “Updated every 7 days (since that is Salesforce logic)” … “Format of "MM/DD: Next action to get closed won”” … “If at of After Scoping include date of anticipated signature” … “Make field required on/after Al…