Some fields in the Opportunity workflow are required because they help keep your project organized, trackable, and moving forward. These fields ensure that:
✔️ Key information is captured before the project advances
This prevents gaps in reporting and keeps your project record complete. Certain things, like tracking your company's "30-day Win Rate" and "30-Day Submission Value" require dates.
✔️ Reports, filters, and board views stay accurate
Required fields ensure that your Opportunities table, board view, and status filters reflect the true state of your work.
✔️ Your team stays aligned
Required fields make sure important details aren’t missed when handing a project off between team members or phases.
In short:
Required fields keep your workflow clean, your reporting accurate, and your projects progressing smoothly, avoiding confusion or missing information.