We are defining few fields in the ‘Lead’ and ‘Contact’ module as mandatory for our SDRs to define. We are unable to do so. This will help us to flow in the data to our CDP. We are creating a public app with an eco-system.
Raviraj
(Raviraj Subramanian)
January 28, 2021, 6:33pm
#3
@Hari.krishnamurthy Could you share what is the issue faced when the desired action is performed?
Saif
(Saif Ali Shaik)
February 3, 2021, 3:58am
#4
Hari.krishnamurthy:
We are unable to do so.
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Hi @Raviraj , the fields can be made mandate from “Estate” plan in freshsales. We upgraded and got it resolved.
Applicable plans Sprout Blossom Garden EstateForest Some basic info on a lead/contact/account/deal is certainly needed to reach out and pitch a product to a prospect. Also sometimes, to distinguish one lead from another, at least one key pi...
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Saif
(Saif Ali Shaik)
February 3, 2021, 5:03am
#7
Thanks for getting back with an update, @Hari.krishnamurthy . Appreciate it.
Saif
(Saif Ali Shaik)
closed
February 4, 2021, 12:30pm
#9
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