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Mandatory Fields for Customer vs. Prospect/Lead Records
Hey NS'ers,
We are trying to tighten done our sales process by creating mandatory fields for Customer Records. The problem is that a lead/prospect/customer record are treated as one entity.
Once a Prospect converts to a Customer we basically want to start setting mandatory fields for Accounts Payable/Primary Emails etc.. etc.. instead of sales reps filling in these fields during lead/prospect which would be unnecessarily time consuming.
Thanks,
LN
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