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 settings page.
To view the enhancement:
Navigate to Settings
Select Mandatory Fields
Select Won Deal
Set the fields and mark them as Required
Enhancement: August 2022
More Mandatory Field Options While Marking a Deal as Won
Now admin can add Policy Number, Premium, Carrier, and Policy Effective Date as mandatory fields while marking a deal as won.
To view the enhancement:
Navigate to Settings
Click on Mandatory Fields under Configuration
Click on Won Deal
Check the box to mark the fields as Required
Once completed, you will be notified with the message “mandatory fields updated.”
In the future, when an agent marks the deal as won, he/she will be required to complete these mandatory fields.
