Ability to exclude a required custom field from 'add deal' form when field only required from a late
Emma Cohen
Posts: 3
For some required fields which we have marked as required only after a certain stage of the pipeline (not at the creation of the deal/lead), I would like to be able to exclude these custom fields from the 'add deal' form since these are not required at the point of adding a deal.
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Comments
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Hi Emma,
You can select the stages that you want the field to be required in.
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Boris Tsibelman said:
Hi Emma,
You can select the stages that you want the field to be required in.
Hi Boris,
Yes, but then all required fields show up on the add deal form, regardless of the stage they are required at.
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