Defining required fields for opportunity stages

DMF	090187 ADMINISTRATOR SETUP CUSTOM CONTROLS

Custom controls can be created in order to define the fields required for each pipeline stage. Thus, when a employee changes the stage of an opportunity or marks the opportunity as won, the fields defined as required for the relevant stages must be specified.

In the CRM module > Pipeline, click on

in the upper bar of the portal to switch to setup mode.

From the kanban of the desired pipeline, click on

for the column corresponding to the stage to set up.

The custom control setup window opens.

On the right of the Custom controls section, click on

In the drop-down list of the Area to control field, select the field to set as required.

In the Field properties section > Input required field, click on:

Yes to make the field always required.
Keyword to make the field required only when the keyword specified in the Input required if field applies.

If needed, define more options for the custom control.

Reference

For more information about fields when creating a custom control, refer to Creating a configuration of custom controls.

Click on Save.

The custom control is created and the relevant field is required for the relevant stage. Refresh the page to take the modification into account.

To make a field no longer required for a stage, the relevant custom control must be deleted.