Compulsory Fields when winning a deal
Hi All,
Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive?
We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email address, First Name and Last name and a label does get completed before they can win a deal. This is the only way I think they will actually do what we ask them to do.
Looking forward to your feedback and suggestions in this regard
Thank you
Comments
-
Check Settings - Data Field. There is the option to make fields mandatory. For example your email address. If you do not fill this in, the contact cannot be saved.
0 -
Bert Calatz said:
Check Settings - Data Field. There is the option to make fields mandatory. For example your email address. If you do not fill this in, the contact cannot be saved.
Thank you but I do not see this option. Is this under custom fields?
0 -
Bert Calatz said:
Check Settings - Data Field. There is the option to make fields mandatory. For example your email address. If you do not fill this in, the contact cannot be saved.
Hi @Daniela Theart ,
I myself have an Advanced license and it can be found there under settings - datafields.
I don't know if this feature is available under the Essential and Advances license.
So maybe that's where your challenge lies?
0 -
Hi
I have the same question but I think the answer below does not answer the original question.
The deal / contact is already created. I have the same issue to force sales team to complete certains fields before winning a deal . I have several custom fields that I would like to set mandatory in order for the sales person to change the status into "Won"
How can I do that ?
Thanks,
0
