In this article, you will learn:
Mandatory fields for Add Deals
Steps to mark the required fields:
- Navigate to the Settings module and select the Customize field option from the left.
- On the Customize add deals segment, click on the grey toggle button to enable mandatory fields.
- When the toggle changes to orange, it indicates that the field is marked as mandatory in the Contacts and Pipeline Manager module.
Settings >> Customize fields
Mandatory fields for Add Contacts
While adding contacts you can mark certain fields as mandatory. Navigate to Setting>Customize field> Customize Add Contacts. Click to toggle for enabling or disabling the fields for marking as mandatory. Orange indicates enabled and the grey indicates disabled. The field titles with * on the Add Contact screen implies that the records should be filled compulsorily.
Add Labels in the Mandatory Fields when adding a deal card
Admin can now make the Label field mandatory while adding a deal card.
To view this enhancement:
Navigate to user icon
Click on settings
Click on Configuration
Select on mandatory Fields
Click on Add Deals
Check the box beside labels as required.
You will get a message saying mandatory fields updated.
Once the Label field is made mandatory, any agent while adding a deal card cannot save it until they fill in the label field.