Required fields are fields that must be filled in when a user creates an object, such as a deal, a company, or a person.
❔ How does it work?
This feature ensures that important information is always registered right at creation. You can configure which fields should be required for deals, companies, and people under Application Settings on each respective object.
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🚫 There are also exceptions to what can be set as required fields:
- Checkbox fields
- Editing existing fields: the setting only applies when the object is created – not when editing afterward
- Data from external sources such as API, ERP, or Dun & Bradstreet