Mandatory fields for Contacts in CRM
under review
S
Scalekraft Pro
The option to make certain fields as mandatory in the Contacts for CRM would be helpful. This would ensure that all the required details are captured into the CRM.
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S
Steve Gubb
Just to be Clear I want the option to make field mandatory or not my sales team are missing essential vital data it's pretty standard in other crm like pipedrive etc
B
Bernardo Klock
Not only for contacts, but for opportunity as well.
J
Jessi Johnson
YES PLEASE!!!! Opportunities too
S
Steve Gubb
We urgently need users to provide all necessary data for smooth operations. Please address this issue. Thank you.
R
Robert Murray
We have many sub-accounts that need this as basic functionality - please add!
J
Jennifer Derrow
This is a very high priority for our team.
D
Danielle Mears
This is very important for us. It's hard for our customer service team to remember each step for every call or lead. Helping them prioritize which fields are a must have is necessary.
L
Liron Benshoshan
This is important as I would like to require my sales team to insert the contact's last name or email address to avoid miscommunications later on and duplication because of missing data
A
Abidan Rodriguez
This is important for automations. If you make it mandatory to select an account owner, for example, then you can create email drips that are more personalized and use the account owner's name. But if it's not made mandatory, the automation may go out with the missing information, like: "Hi, this is , how can I help you?" -- which is embarrassing obviously.
P
Primary Admin
Downvote: this would mess us up. already having to have a firstname is a challenge in our situation.
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