Required Fields for certain stages

Marvin Marloth
Marvin Marloth Member Posts: 1
edited April 2023 in Sales CRM #1

Dear Pipedrive Community,

In order to improve the data quality in my company, I wanted to make certain fields required from certain stages. Unfortunately, this is only possible on the deal level and not on the organisation or person level. So this is quite useless.

In general, it would also be good if you could see the red dot that you have to fill in a field in the stage before it.

As soon as you go to required for a field, all settings for important are removed, which is particularly annoying if you work internationally with different pipelines. Where you had different settings.

Please introduce required with selection of stages in person / organisation level.

Thank you very much.


Many greetings

Answers

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited May 2021 #2

    Hi Marvin, the workaround is to set mandatory fields also for organization, so in this way all the user will be forced to set that fields everytime they using in a deal.