Require Specific Price Book

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Require Specific Price Book

The "Require Specific Price Book" gate is a condition that needs to be met in order to progress from the Contracting stage to the Closed Won stage in the sales funnel. This gate ensures that the owner of the opportunity is set as "Enterprise" and the price book associated with the opportunity is not the "Enterprise Price Book".

By implementing this gate, the sales process ensures that opportunities owned by the Enterprise segment and using a different price book are successfully moved forward to the Closed Won stage. This condition helps maintain consistency in pricing strategies and ensures that the appropriate price book is applied for each opportunity.

By verifying the ownership and price book criteria, the gate acts as a checkpoint before transitioning to the Closed Won stage, ensuring that the opportunity meets the required conditions for successful closure.