Introducing Required Fields for Leads and Deals

Product News

Introducing Required Fields for Leads and Deals

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.

Josh Bean

Josh Bean

July 25, 2018

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