I want to be able to force email address entry when deal is moved from stage 1 of the deal to stage

Nabil_84662
Nabil_84662 Member Posts: 2

Currently it only asks for the contact person name. When the deal is then moved from stage 2 to 3, then it asks for the email address. This should be asked already from Stage 1 to 2 as otherwise the workflow automation to send an email will not work.

I have spoken to their support and they said to leave this as feedback here. 

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