CRM

New in CRM: Configure Required Fields for Each Stage

Yuliya Skorobogatova
Oct 30, 2018
Last updated: Dec 5, 2018
crm_required field.png

It's impossible to fill in all fields in deals/leads forms at once because you get information over time and some details become known only when a deal/lead reaches certain stages. Before the update, Required fields became mandatory for all stages. Now, you can configure Required fields for each stage separately.

Important: This feature is available to Standard, Professional and CRM+ plans subscribers only.

Learn more in our Helpdesk article.

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