Would you prefer to have data fields in Membrain that are never blank? This new feature now makes it possible to decide which fields will be mandatory to fill out when adding a new object in Membrain, such as Company, Contact, Prospect, Sales Project or Account Growth Project on Membrain Go & Desktop.
The better you know the customers, the greater are the possibilities of progress in your sales process and therefore it will be to your advantage to capture important information in the earliest stages of creating an object in Membrain.
The new Creation Setting that are to be found in the System Setup page and in the Process Editor, lets you select which related Custom fields to show when creating a new object, ensuring no important information is skipped over.
As an addition to that, the fields you believe can hold key information for your operation, can be set as mandatory fields and are therefore required to fill out before completing the creation of an object in Membrain.
By applying Mandatory fields you will establish a higher standard of information in your CRM Database which in turn also amplifies other functionalities throughout all of Membrain - such as richer analytical reports, segmenting your pipeline, qualifying prospects and much more.
With these great additions, you may even feel reading this help article on how to set up mandatory fields is mandatory for you to read. We really hope these new capabilities are helpful to you and your team!
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