Question

What is meant by the entry required field information ?

Answer 1

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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 piece of info like the lead’s last name or so is required. That’s when the option of making a field mandatory comes in handy.

By making a field required, you can collect the most important information from your prospects, understand them better and eventually strike better conversations.

In Freshsales, by default certain fields are mandatory across different entities. For,
Lead: Last name and Company name
Contact: Last name
Account: Name
Deal: Name, Account Name and Deal value
This property for the above fields can’t be modified. i.e: You need to key in a value for sure.

Whereas, the other fields can be marked as required or not, based on your choice.

You can make a field mandatory while creating or editing any entity’s field under Admin Settings. Making a field required, mandates the user to enter a value while saving a record.
This feature is available for Lead, Contact, Account and Deal fields.

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