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Revenue as mandatory field for Add deal and Won Deal

The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows users to input revenue details alongside the deal category selection.

Use Case: This allows sales teams to access performance dashboards and analytics.


  1. Go to Settings.
  2. Proceed to Configuration.
  3. Select “Mandatory fields.

4. Enable the “Revenue” checkbox for both adding deals and marking deals as won.

Note: After configuring the mandatory fields for revenue, follow these steps:

  1. Go to Pipelines.
  2. Click on “Add Deal.”
  3. Input necessary details and select the deal category.


  1. Go to Pipelines.
  2. Locate and click on the specific deal card.
  3. Click on “Mark as Won.”

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