How to use required fields

Required fields are an awesome tool to ensure you have all the information about a contact you need to do business with them. To understand what information is best for your business when you're starting out, we do not recommend creating more than 3 required fields per category (person, lead, etc.). Getting started is easy!
  

1. Write in to Support and make a request to use required fields here. Once supports confirms access, the required fields are enabled!

 

2. Have your account admin go to settings -> Field Validation 

 

3. You can set required fields across all record type. You will see a dropdown next to each field in your ProsperWorks listed. Select 'Field cannot be empty' if you want it to be a required field. To understand what information is best for your business when you're starting out, we do not recommend creating more than 3 required fields per category (person, lead, etc.).

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.