Adding deals

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4 Comments

  • René Michaels

    How do we make the "Deal Value" a required field when adding a new deal?

    0
  • Sharie Salilaguia

    Hi René,

    To make a deal value required, all you have to do is go to the Settings, select Customize > Field Rule, click Deals, select Add Rule then select which deal stage you want to configure a required field for. After selecting an Event, click the pencil icon to choose the required fields, select Value under Standard Fields and you're all set!

    Hope that helps you out!

    0
  • René Michaels

    I am aware, but you cannot specify required fields when a new Deal is created. You can only do it in a "Stage".

    Not all deals start in the same stage. We'd like to be able to add required fields just like we can when you create a Lead or create a Contact.

    0
  • Serene Gao

    Hi René,

    If you created the rule under the condition "When Deal is Created in Incoming", the field requirement applies to any Lead creation form, even if you select a later Deal Stage in the pipeline when filling out the form.

    Let us know if you have any other questions/concerns!

    Best,

    Serene Gao
    Customer Advocate | Zendesk Sell
    Visit Our Help Center
    Call us at 1 (888) 670-4887, Mo-Fr, 8am-5pm, Pacific Time

    1

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