Hi Experts,
I would like to make certain fields as mandatory to qualify a lead, these fields should not be mandatory to save or to disqualify the lead but only to Qualify. Example. Name and email address is enough or mandatory to save a lead but if the lead has to be qualified then address and other custom fields becomes mandatory to qualify. In case to disqualify the lead, we should be able to do it with just the name and email.
I am not sure if i can use Business rules here to trigger it before save. I dont think i cannot use workflow as well. I know i can use javascript on the qualify button to make them mandatory or use plugin. I would like to know if there is any other OOB way to achieve this logic, may be through power automate etc, please help here.
Thanks in advance for your response.