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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 settings page.


To view the enhancement:

  • Select Mandatory Fields

  • Select Won Deal

  • Set the fields and mark them as Required


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.

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