Required Field by Stage
Onboarding Team_37920 Posts: 1
edited July 2022 in Ideas and Product Feedback #1
We would like to be able to set data fields under organisations as required when a certain stage has been met. E.g. once a deal has training booked or setup complete then certain fields become required to be entered.
Fabrizio Nicolosi_33821 Posts: 203edited April 2021 #2
You can do it using workflow automation.
Trigger “Deal update” for the specific stage and then Change fields. Let me know if you need help on do it0