We’ve introduced an enhancement in the Pipeline module – now you can make a Contact Name for Commercial Deal cards as a mandatory field.
Use Case: With the new enhancement in the Pipeline module, users can now make the Contact Name field mandatory when creating a Commercial Deal Card. This ensures every deal is linked to a specific contact, improving clarity and accountability.
Additionally, users can create multiple Deal Cards under a single commercial contact, making it easier to manage ongoing or separate opportunities with the same client. This is especially useful for agents handling multiple policies, renewals, or service requests for one business contact.
To View the Enhancement:
- Navigate to the Pipeline module.
- Select a Pipeline.
- Click on Edit or Create New Pipeline.
- In the Edit/Create Pipeline section, navigate to Mandatory Fields and set Contact Name (Commercial) as a required field.
- Now, create a Commercial Deal Card to verify the enhancement – you’ll see that the Contact Name is now a mandatory field.
