The latest enhancement introduces the addition of the “Deal Category” field as a mandatory field for won deal restrictions within the settings. This update ensures that upon marking a deal as won, users must specify a deal category.
new field “Deal Category” as a mandatory field option has been added in won deal restrictions in settings. So when you enable Deal category as mandatory field and when you mark won any deal card then deal category will be required to fill.
Navigation:
- Go to the Settings section.
- Select the Configuration option.
3. Click on Mandatory Fields.
4. Choose the Won Deal category
Note: After saving this setting, every time a deal card is marked as won, the Deal Category field will be required.
