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  • Create a subflow to add an alert when stage set to GA-Consolidate and deactivate the alert when stage changed to 8. Commitment Written Off at Opportunity level (GIN - Stage based alerts(subflow)

  • Use the existing flow “USYD GIN-Stage based Update(subflow) and call the subflow when stage GA-Consolidate and Commitment Written-Off

  • Write a validation rule that user’s can move only to GA-Consolidate from the Stage GI-Handover (except System admin and GA users )

  • Enable History tracking for the object Opportunity component

  • Enable Account, Amount, Currency, Description, Trust conditions, installment date, Proposed designation, method of payment, new account, Opportunity, Payment received

  • Enable Verbal Acceptance and Gift Amount fields at Opportunity level for tracking

  • Adjust the Open activities related list at Opportunity GIN level for Gift/Pledge record type

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