Mandatory Fields

Joceejae Buscato
Joceejae Buscato Member Posts: 9
First Comment
edited July 2022 in Sales CRM #1

Hi,

Would be helpful if we set mandatory fields or requirement for any custom field we create. Say for instance, tagging a custom field for each required information a Sales person won't be able to move a deal from 1 stage to another if the mandatory fields are not filled out.

Your thoughts?

 

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Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #2

    Hi @Joceejae Buscato 

    This is already possible in Pipedrive. You can use the required fields or the important fields. In the second case they can still make changes but it nudges them to enter the info. In the first case you can actually block a deal from progressing.

  • Joceejae Buscato
    Joceejae Buscato Member Posts: 9
    First Comment
    edited October 2020 #3

    Hi @Joceejae Buscato 

    This is already possible in Pipedrive. You can use the required fields or the important fields. In the second case they can still make changes but it nudges them to enter the info. In the first case you can actually block a deal from progressing.

    Hi @Mike van der Valk thank you for letting me know. Not sure though that the required fields can be activated using Advanced license.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #4

    Hi @Joceejae Buscato 

    This is already possible in Pipedrive. You can use the required fields or the important fields. In the second case they can still make changes but it nudges them to enter the info. In the first case you can actually block a deal from progressing.

    Hi @Joceejae Buscato unfortunately it's only on Professional plan and higher. You can however use the workflow automation feature to set up a workaround.

    You can for example set that every time a deal is moved to a specific stage and missing data in specific fields it gets moved back to the stage where it came from and send the owner of the deal an email with the reason why. Could work already for your team.