Feature release Date: February 1st, 2025
With our latest enhancement, you can now customize and manage mandatory fields while editing pipelines within the Pipeline module.
Use Case: Easily customize and manage mandatory fields while editing pipelines with our latest Pipeline module enhancement.
Note : If the fields are mandatory, you will not be able to disable them in the Manage Field section.
To View the Enhancement:
- Navigate to the Pipeline module.
- Select the Pipeline.
- Next, move forward to select the stage to update the pipeline.
- Within Stage 6, You have the ability to ‘Manage Fields.’
- Click on ‘Manage Fields.’
- Use the toggle button to enable or disable the fields that will require details during the deal card creation process.
