Configuring Required Fields in Zendesk Sell
How do I configure required fields in Zendesk Sell?
To configure required fields in Zendesk Sell, you need admin rights. You can set these fields by navigating to Settings > Business Rules > Field Rules, where you'll find tabs for leads, contacts, and deals.
Decide which fields should be mandatory for creating new records or moving deals through pipeline stages. You can make default fields like Email or Deal Value mandatory, as well as any custom fields you've created. Note that the Checkbox custom field type cannot be set as required.
More related questions
What are mandatory fields in Zendesk Sell?
Mandatory fields in Zendesk Sell are fields that must be completed when creating or editing leads, contacts, and deals. These fields ensure that essential information is captured, which can improve the accuracy of sales reports and provide better…
Why can't I make a checkbox field required in Zendesk Sell?
Checkbox fields cannot be made required in Zendesk Sell because it's difficult to determine if an unchecked box means 'null' or 'no'. This design choice helps maintain database integrity. If you need a field to be required, consider using a…
How can mandatory fields improve sales reporting in Zendesk Sell?
Mandatory fields can significantly enhance sales reporting by ensuring that critical data is consistently captured. For instance, requiring the 'Source' field for leads can provide insights into marketing effectiveness, while making 'Industry'…
Can I set custom fields as mandatory in Zendesk Sell?
Yes, you can set custom fields as mandatory in Zendesk Sell, except for the Checkbox field type. This allows you to tailor the data collection process to your specific business needs. To do this, navigate to Settings > Business Rules > Field Rules,…
What should I do if a dropdown field defaults to '-' in Zendesk Sell?
If a dropdown field defaults to '-' and allows submission without selecting 'Yes', it may require further investigation. This issue can prevent the field from being effectively mandatory. In such cases, it's recommended to contact Zendesk support…
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