Post by mistyssaktersfo33 on Dec 30, 2023 6:20:10 GMT -5
There are obvious benefits including making data easy for your team to access and understand, but there are many other benefits including leadership can establish data quality standards for your sales organization and your sales reps can better predict when their deals are ready to enter. The next phase also streamlines the qualification process by helping them understand what information they need from prospects. Other teams in the company that rely on sales data can more easily find the information they need. Data analytics and sales forecasting are more reliable because of the All transactions contain the same information How to set required fields Setting required fields is simple.
If you are an admin navigate to In the Edit Fields view there is a switch to toggle required fields on or off. Once opened your pipeline and stages will appear below the switch with checkboxes allowing you to mark when fields are required. If your team members have missed any required fields when adding a deal Email Marketing List person or organization the box will be highlighted as red and the field will be marked required. Users will not be able to save entries until all required fields are filled in. You can also mark fields as important if you want the fields to be filled in at some point but don’t want to prevent your team from adding new trades or organizations without all the necessary information.
Over the next few weeks we will gradually roll out the required fields functionality to users of the Professional and Enterprise plans. It is not available on Basic and Premium plans. You can find more information about this feature in the Required fields article in our knowledge base. If you are not a user you can sign up for a one-day free trial. This article was published on day, month, year. Product descriptions were correct at the time of publication. Share your ideas with our community Introducing cleaner, simpler, faster pipe drives Customer relationship management technology is constantly evolving to give you the best tools to improve your sales results.
If you are an admin navigate to In the Edit Fields view there is a switch to toggle required fields on or off. Once opened your pipeline and stages will appear below the switch with checkboxes allowing you to mark when fields are required. If your team members have missed any required fields when adding a deal Email Marketing List person or organization the box will be highlighted as red and the field will be marked required. Users will not be able to save entries until all required fields are filled in. You can also mark fields as important if you want the fields to be filled in at some point but don’t want to prevent your team from adding new trades or organizations without all the necessary information.
Over the next few weeks we will gradually roll out the required fields functionality to users of the Professional and Enterprise plans. It is not available on Basic and Premium plans. You can find more information about this feature in the Required fields article in our knowledge base. If you are not a user you can sign up for a one-day free trial. This article was published on day, month, year. Product descriptions were correct at the time of publication. Share your ideas with our community Introducing cleaner, simpler, faster pipe drives Customer relationship management technology is constantly evolving to give you the best tools to improve your sales results.