Why are data fields required through the pipeline?

Jay_11911
Jay_11911 Posts: 9
edited June 15 in Sales CRM #1

Is there any way to change this. If I want a data field in one stage, why is it required for the subsequent stages????

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited October 2021 #2

    Your admin set it up this way.

    I would reach out the person in your company who initially set this up

  • Kreete K
    Kreete K Moderator Posts: 235 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited October 2021 #3

    Hi Jay!

    Indeed, this is a setting that the Admin user has set up. They are able to select needed Pipelines and stages under  Company Settings > Data fields as explained here: https://support.pipedrive.com/en/article/required-fields
    However, indeed as there is a logic of a Deal moving left to right through all stages, then by that logic it is needed that  next stage also requires the same field. Hope the article gives some more information!