You can make fields required for specific sales pipeline stages.

This way you won’t be able to move a Deal to a certain stage without filling out the required fields. This feature can help you make your CRM data even more complete and clean!

This option is only available in the folder Deals.

Make sure that you have your Deals folder set up in the SETTINGS>DATA ENRICHMENT>DEALS:


Make the “Lost reason” field required when the deal is moved to the Lost stage. Then, a pop-up window will appear every time you move a Deal to the Lost stage, asking you to specify the reason.

This way your team will not forget to fill out related fields in your Deal record.

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