Select Mandatory Fields
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
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Configuration
All information about a Configuration
Mandatory Fields for Deals Won
Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the
Session activity timeout setting
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
Ability to make custom fields mandatory for adding a deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Category and Carrier in the Restriction Settings.Â
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
