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Required Fields to Progress Through Pipeline

Related products:Freshsales
  • Jan 28, 2022 2:38 AM UTC
  • 2 replies
  • 67 views

Nickg
Contributor
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Hi, 

Problem: Data accuracy can be a critical thing when creating a deal in a pipeline. Things such as key contacts, custom fields populated etc. 

Suggestion: In the Pipeline management there should be a section to require fields to be populated as a deal is progressed to different stages.  

 

As an example, see the pipeline screen for one of your competitors 

 

 

This topic has been closed for replies.

2 replies

Gururag Kalanidhi
Skilled Expert
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Hi Nick,

Apologies for the late reply. We would like to start by thanking you for your suggestion. We’ve considered this request and have added the item to our product development pipeline. However, we will consider working on it once we see more interest on this idea from existing and new customers. 

Thank you once again.

Keep ideating.

Best,
Guru 


Gururag Kalanidhi
Skilled Expert
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Updated idea statusNew→Not Taken