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Hi !
Could you please advise :-
How to set Lead - business phone and email as "must fill" before able to move to Qualify - next stage ?
Thanks
Cheers
HarHar
Hi,
You can add the 2 fields in the Business Process Flow in the Qualify stage and set them to "Required".
The Business Process Flow is available in Process list (in the same place as the workflow).- Open "Lead to opportunity Sales Process".- Click on Add => Data step- Select where you want to add it in your Qualify stage.- Select the field name (Eg: Business phone)- Check "Required".- Click on "Apply"You can add your second field, then:Click on "Update" on top of the window when you have finished.
To learn more about BPF: learn.microsoft.com/.../business-process-flows-overview
Go to Advanced setting> Processing> All process > choose your Business process flow
Drag Data Step to this position and select Business Phone. Then set it required.
Don't forget to update this BPF.
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