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 data collection. Please note, the data is only as good as the Users input and will require the client to review, track, and train data accuracy.
All required fields are set Per Product and must be modified from Settings-Products
Before beginning, create the 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
Filter the Products by System Visible and select any product to begin customization
If Client requests required fields by a specific Carrier, filter by Carrier as well
Double click to open the product and select the Validation Tab. Confirm with the Client the Stage they want the select fields Required, Conversion, Verification, or Submission. This can be problematic if the Client doesn’t fully understand the stages. .
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.
Once the fields are set as desired they will need to be cloned to all products.
Note the Product ID that was originally modified, select the checkbox to the left of the Products to select all and select Mass Customize
On the Top Right, enter the Product ID into the designated field to Clone the updated settings to all selected products and click Mass Customize Products to share settings.
To confirm settings were accurately copied, open any product at random and verify changes are present on the Validation tab.