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.
Happy to say that Required Fields are now available in Zendesk Sell on all plans. Admin can configure them in Settings > Field Rules for creating a lead, deal, contact and for moving deals through the pipeline.
More details in this support article:
Rafael Paiva commented
Very important that! In Pipedrive I had this, missing this feature so much!
Mohammed Belal commented
Hello, I agree this should be mandatory! Please sort it out Base.
Velle Cacha commented
Hi! Did this even moved? at all?
Alison Slater commented
Agree entirely with Ollie Brindley. Is this on the roadmap at all?
Ollie Brindley commented
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...
Richard Rouse commented
Is it possible to make certain fields within contacts and accounts mandatory so they can not be left blank.
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
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
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
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
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
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.