Role Management - Close Lost Mandatory Fields
The Close Lost Mandatory Fields role allows Dealers to set fields as mandatory when setting a Lead to Close Lost.
- The 'Role Attributes' define what fields will be mandatory. As at March 2020 the only field is the 'Closed Notes' field.
- The Make field allows the Dealers to restrict the function to certain Makes. Where more than one Make is required then multiple versions of the role are required for each Make. Shere the Setting is for all Makes then leave the Field bank.
Related Articles
Role Management - Close Lost Permission
The 'Close Lead Lost Permission' role has been overhauled to improve usability. Where the 'Close Lost' button was previously hidden, the button will now be visible for any user with the 'Close Lead Lost Permission' role. This will prompt an email ...Role Management - Close Lost Notification
The Receive Closed Lead As Lost Notification is the mid point between the default anyone can close status and the more restrictive Closed Permission role. The Close Lead Notification role allows Users to close leads as lost BUT will automatically ...Role Management - Close Won Validation
The Close Won Validation role is a Dealer level role. If enabled, then the lead's contact's details are validated for completeness when a lead is closed won. If any of the customer, vehicle or test drive information is missing then the user is ...Role Management - Close Won Permission
The Close Won Permission role is to prevent any user from Closing Lead as Won - a direct inverse of the Close Lost Permission role. If no role = anyone can close lead won if role created = no one can close lead won if user added to role = only those ...How To Set Customised Mandatory Fields
If you have the Company Admin role you can access Settings>Company Settings>My Company. This screen includes a section called 'Mandatory Settings'. Within the 'Mandatory Fields' section you can set Mandatory Fields for; Customer Details (when ...