When you have a proven sales process in place, there are bits of information you want to collect along the way. When leads are created you might want to ensure a marketing source is recorded and when deals progress to a certain pipeline stage you might want to have an estimated close date identified. To help collect this data, today we’re introducing Required Fields to all plans in Base.
With the new required fields, Base admins have the ability to set rules for leads and deals specifying what data is required at each stage of the buying process. Here’s everything you need to know about the release.
When To Use Required Fields
Required fields are ideal for recording key information that is part of a workflow or critical to reporting. Keep in mind that the more required fields you add into your Base account the more friction you introduce into the sales rep experience which will cause a drop in user adoption.
How To Create Required Fields
Base admins can create required fields by going to Settings and clicking Field Rules. Within the Field Rules, options rules can be created for both leads and deals. To add a rule for a deal, you identify the stage in which the rule relates to and then select which information is required in order for a deal to be moved to that stage. For more on setting up required fields, be sure to visit our support site.Also, take a look at the GIF below for an example of setting up a field.