It would be great (and by that I mean it is essential) to ensure my team enter the product sold before closing a deal as won
Agreed - we currently have a couple of custom deal properties we're requiring our users to complete in a deal. It's redundant and not as insightful as the Product data would be once we're able to require use of that feature in order to complete a deal.
We'd like to have it possible to set product line item properties mandatory as well.
Even better if they could be prompted to be completed in the same way as required deal properties when the deal moves to a specific stage.
Would be super helpful to be able to require reps to add products to the deal when it reaches a specific stage.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.