The "Require Contacts for Closed Won Opportunities" template is a pre-defined gate between the negotiation/review and closed-won stages. a gate in Sweep ensures that a necessary condition is met before an Opportunity can progress to the next step.

In Salesforce, an Opportunity is typically associated with an Account, and Contacts are individuals associated with that Account. The presence of relevant Contacts is crucial for successful sales and ongoing customer engagement.

The "Require Contacts for Closed Won Opportunities" template enforces the requirement that at least one Contact has been added to an Account before the associated Opportunity can be marked as Closed Won. This condition is implemented through a gate rule that checks if the number of Contact Roles associated with the Account is greater than zero.

By utilizing this template, you ensure that the necessary customer contacts are established and maintained throughout the sales process. It helps facilitate effective communication, relationship building, and customer success.

Implementing this template enhances data integrity, improves the accuracy of sales reporting and forecasting, and aligns with your organization's sales strategy. It acts as a vital checkpoint to ensure that Opportunities can only be marked as Closed Won when the associated Account has at least one Contact associated with it.