Currently, sales reps can drag opportunity cards to "Closed Lost" on the pipeline board or change a contact's Lead Status to "Disqualified" without providing a reason. This results in missing data and prevents management from tracking lost deal analytics.
Requested Feature:
Mandatory Field Rules: Allow admins to set specific fields (like "Lost Reason") as required before an Opportunity Stage or Lead Status update can be saved.
UI Validation Modal: Display a pop-up requiring input for mandatory fields when a user drags an opportunity card to a specific stage or updates a status on the CRM/contact record.
This will drastically improve CRM data integrity across pipelines!