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Mandatory Fields for Customer vs. Prospect/Lead Records

edited Nov 22, 2019 10:27AM in CRM 8 comments

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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