Status should be "Sales Qualification" before it can be "Converted". Any other stages should fire an error. My validation rule code is:

NOT(TEXT(PRIORVALUE(Status)) = 'Sales Qualification'), 
TEXT(Status) = 'Converted'

It's not working. Please help. Thanks

  • 1
    Did you enable triggers and validation rules in Setup > Customize > Leads > Lead Settings? – sfdcfox Jul 3 '17 at 23:26
  • Yes, all are enabled. – Jefferson Fernandez Jul 3 '17 at 23:40

See here for example Need to create a validation rule to prevent the lead conversion based on the value in the Lead Status field. Resolution
To allow converting the leads only with Lead Status as "Qualified", please use the validation rule below:

AND( IsConverted, NOT( TEXT( PRIORVALUE(Status) )  = "Qualified") )


The above validation rule is considered on any field and (Isconverted) function is only on Lead object.

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