Configure Fields for Accounts and Opportunities

Please note: There will be no impact on Import from Salesforce report and Create via CRM synchHere are the steps to set the fields as mandatory 

Login to portal

Navigate to Settings

Navigate to Field Configuration > Accounts & Field Configuration> Opportunities

All the Default fields have to be visible in both accounts & opportunities sections

Click on the search icon and search for the field which you want to set as mandatory

Click on the ellipses button of the field and click on Mark Mandatory

Once clicked the field will be marked as mandatory and a mandatory tag will be added to that field




Points to remember

If the field is empty, while saving, the system will throw validation as Fields marked with \ are mandatory to fill

While importing accounts CSV, in the field mapping screen, if the mandatory field is not mapped, then the system will show validation as Mandatory fields are not mapped

If SDR tries to modify the non-mandatory field, the system will not throw any validation

If SDR tries to delete the data from the mandatory field, the system will show the message as Field cannot be left blank.

Note: There will be no impact on Import from Salesforce report and Create via CRM synch

Updated on: 27/06/2024