Can I require certain data to be filled at certain stages in my process?
Yes, you can make your custom data fields required at certain pipeline stages.
Written by Sylvain Pouteau
Last update: 12/27/2020
With Infoset, you can manage your support and sales processes as you wish and make sure that your team has entered every data correctly at any time. By following the article below, you can create custom data fields for your processes and require certain data to be entered at certain stages:
Customize your data fields