Required fields are specific fields within a lead that must be filled in with valid information before the user can proceed with a specific action. They are essential for ensuring that complete and accurate data is collected, and they play a crucial role to our clients for their in data collection. Please note, the data is only as good as the Users input and will require the client to review, tracktracking, and train training for data accuracy.
All required fields are set Per Product and must be modified from Settings-Products
Before beginning , create the a Custom Field, as needed, per the client request. See Adding Custom Lead Fields for reference. If System Field, ignore this step.
From Settings select Products
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Filter the Products by System Visible and select any product to begin customization
If Client requests required fields by are being set up for a specific Carrier, filter by Carrier as well
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Double click to open the product and select the Validation Tab. Confirm with the Client the Stage they want the select fields Required, Determine what Stage the selected fields will be required; Conversion, Verification, or Submission. This can be problematic if the Client doesn’t fully understand the stages. . See Policy Stages for more information.
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The top 2 boxes indicate System Fields that can be marked Required. The bottom 2 indicates any Custom Fields that can be marked Required. Save product.
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