Required Fields at unique Stages for Organizations
Adam Bruno
Member Posts: 1 VERIFIED MEMBER
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's API to populate this information into our ERP system (Sage Intacct). Would anyone else find this option to be useful for their company?
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