We have been running into inaccuracy in our Dashboards due to our users leaving properties blank when they upload Deals, Contacts, or Customers. Having the ability to make certain properties mandatory when uploading new information would solve this issue. Currently, we have to reach out to these users individually to update these properties. This addition would save us valuable time.
How do we make a property required when updating a contact, not just creating? For example, when someone opens a contact that doesn't have a property filled out, how can I force them to update that property before going to another page? I have a property called "Next Steps" I recently added where I want our team to update what the required next steps are for that contact before they can close and move on. Is there a way to do that?
How is this applied to uploading of lists through the import feature? It's fine if we only want to add a contact at a time but not when we are pulling lists from SFDC to upload
Has there been any updates to @WarriorRising 's question about "when someone opens a contact that doesn't have a property filled out, how can I force them to update that property before going to another page"
