Zoho CRM: Make Fields Mandatory During Lead Conversion
Budget: $10 – $30 USD
I'm seeking a Zoho CRM expert who can guide me on making specific fields mandatory when converting a Lead to a Contact with a Deal.
- Current Scenario: As it stands, the 'Consultation Start Time' field in the Deal module is mandatory. But entering data into the field when creating a Deal during the lead to contact process is not mandatory.
- Required Changes: Need entering data into this mandatory field during Lead conversion.
I have Admin access to Zoho CRM. I require step-by-step guidance on how to set this up, as I'm not familiar with the process.
Ideal Skills:
- Extensive knowledge and experience with Zoho CRM
- Ability to provide clear, step-by-step guidance
- Strong understanding of CRM field customization
- Current Scenario: As it stands, the 'Consultation Start Time' field in the Deal module is mandatory. But entering data into the field when creating a Deal during the lead to contact process is not mandatory.
- Required Changes: Need entering data into this mandatory field during Lead conversion.
I have Admin access to Zoho CRM. I require step-by-step guidance on how to set this up, as I'm not familiar with the process.
Ideal Skills:
- Extensive knowledge and experience with Zoho CRM
- Ability to provide clear, step-by-step guidance
- Strong understanding of CRM field customization