In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from the settings page.
To view the enhancement:
- Click on the settings module.
- Then, click on the configuration.
- Select mandatory fields.
Similar to the process for won deals, you can now designate more mandatory fields for lost deals. Simply check the box next to the fields you want to make required. Once you’ve made your selections, you’ll receive a notification confirming that the mandatory fields have been successfully updated.