Role Management - Close Lost Mandatory Fields

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.  
  1. The 'Role Attributes' define what fields will be mandatory.  As at March 2020 the only field is the 'Closed Notes' field. 
  2. 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.