Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Sep 25, 2024

Make Fields Required pending on pipeline status

Setting fields to required (compulsory) is a good feature but it could offer more benefits by expanding this functionallity to capture information at a later stage in the pipeline that you wouldn't have before a quote is confirmed.
If you could specify 'Required at specific pipeline stages' on a field, then you could make fields not required at quote stage but required at confirmation stage.
Probably best if this is a checkbox against the stage list because it wouldn't be possible to define 'from' a specific pipeline stage as it would be difficult to know if people have reordered the pipeline stages

  • Attach files