How to add custom fields/validations on tasks?

1 Comentários

  • Gab
    Zendesk Customer Care
    Hi karankuwarbidxb
    Creating and setting field rules for custom fields in Sell can be applied to a created Lead, Contact or based on the rules set for your Deal. If this is something that would be suitable for your workflow, you may refer to the articles below for your guidance: 
    Alternatively, you may use the Sell task player that is designed to make task completion faster and easier. The task player shows the context of the task at the top of the screen and the lead, contact, or deal related to that task all on one page.
    For more information on this: Using the Sell task player
    I hope this works for you. 

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