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
More Mandatory Field Options While adding a Deal Card
Now the admin can add Mobile Phone, Email, and Category as mandatory fields while adding a deal card.
To view the enhancement:
Navigate to Settings
Click on Mandatory fields under Configuration
Click on Add Deal
Check the box to mark the fields as Required
Once completed, you will be notified with the message “mandatory fields are updated”
Once the admin has set these as mandatory fields, agents will be required to complete these fields while adding a deal card in the pipeline.
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.