Is there a way to set specific additional form fields required if we are using a status in a certain category? In other words if our agents set a lead as a sale then they are forced/required to fill in specific additional custom form fields?
Could this be done in the call script setup?
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Additional Forms Required Fields
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Additional Forms Required Fields
by nscottbrown » Mon Aug 24, 2015 3:47 pm
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Re: Additional Forms Required Fields
by fadmin » Tue Aug 25, 2015 10:38 am
There is no function to does that currently. Contact the company directly and get a quote. (800-221-0251)
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