Popup when dragging a deal to a pipeline stage

Anders Leander

I was wondering if there's a way trigger a popup window (similar to the one you get when you complete the final task on a deal) when you drag a deal to a specific stage in the pipeline.

I've marked a field as important, but it only shows up as a warning on the deal, it'd be really handy if the user could get a window that specifically asks you for the important info at that point.

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Make it required.

Anders Leander

Amit Sarda said:

Make it required.

Hi Amit,

I don't see the option for setting it as required. I can only mark fields as important. Is it a setting I need to change somewhere or is it locked behind a higher subscription tier?

Boris Tsibelman

Amit Sarda said:

Make it required.

The Required fields feature is one of the many useful features of Pipedrive’s Professional and Enterprise plans. Setting up and editing the Required fields can only be done by Admin users.

 

https://support.pipedrive.com/en/article/required-fields

Anders Leander

Amit Sarda said:

Make it required.

Ah, thanks! That explains it then.