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Bill StevensBill Stevens 

Validation Rule formula to prevent a Close Date from being in the past if in certain stages

I want to have a VR in place that prevents an Opp's Close Date to be in the past if not in one of 3 stages.  I created the following but it is not working (nothing happens).  Can someone please let me know what I need to tweak to make it fire correctly?

AND(
CloseDate  < TODAY(),
TEXT(StageName) = "Qualified Opportunity",
TEXT(StageName) = "Presentation",
TEXT(StageName) = "Contract Out"
)
Best Answer chosen by Bill Stevens
Sourav DuttaSourav Dutta
Try This:
AND(

CloseDate  < TODAY(),

OR(
TEXT(StageName) = "Qualified Opportunity",
TEXT(StageName) = "Presentation",
TEXT(StageName) = "Contract Out"
)
)

 

All Answers

Sourav DuttaSourav Dutta
Try This:
AND(

CloseDate  < TODAY(),

OR(
TEXT(StageName) = "Qualified Opportunity",
TEXT(StageName) = "Presentation",
TEXT(StageName) = "Contract Out"
)
)

 
This was selected as the best answer
Bill StevensBill Stevens
Perfect, thank you!