How can we improve Sell?

Have The Ability To Make Fields Mandatory

Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.

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Jamie Pride shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

12 comments

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  • Ollie Brindley commented  ·   ·  Flag as inappropriate

    Agree 100% on this across Leads, Contacts and Deals. Taking it a stage further: it would be great to have dependent fields ie. I choose a particular industry for a customer and it would offer me choices dependent on that. For now though, even compulsory would be good...

  • Anonymous commented  ·   ·  Flag as inappropriate

    It would be helpful if we add a custom field that we have the option of making it mandatory to fill the field out.

  • Amanda Guerrero commented  ·   ·  Flag as inappropriate

    I would like to be able to make certain custom fields required before saving a new lead in Base. For example, we've added a "referral source" field so we know where our leads are coming from. However, if a lead is added in manually, the user can easily forget to enter this information - and we miss out on valuable data.

  • Paul Herring commented  ·   ·  Flag as inappropriate

    It's been over two years since this suggestion was made. I suspect it's a low priority at Base; however, it would be greatly appreciated if you could revisit it. This functionality is huge.

  • Gwen Gayhart commented  ·   ·  Flag as inappropriate

    I was just about to post this idea myself! As manager of a team of salespeople (who, by nature, prefer to run off-the-grid) the more accountability I can build in AND AUTOMATE gives me more free time for coaching, support, reporting, planning, etc. THIS WOULD BE A SIGNIFICANT UPGRADE!

  • Michael Pacitto commented  ·   ·  Flag as inappropriate

    I was going to use my last 2 votes for my own ideas, but this wins!
    I am not the most organized person, and the more mandatory things I can create for myself, the more useful Base is to me!

  • Aaron Christopher commented  ·   ·  Flag as inappropriate

    Is there a way I can set it so that certain fields on a deal HAVE to be filled out or checked. Otherwise the card can not be moved to a qualified lead. I want my sales team to make sure they fill out certain things before it goes to our development team.

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