Sales Culture > Program Settings
Required Field
Posted by i3Teamworks Admin on 6 Feb 2018 11:28am

This is an optional setting. You may define which field is required and to be displayed in the Add New Customer form.

1. From your Main Dashboard, tap on SALES and click Program Settings

2. Tap on

Activity Field

  • Select Activity Type
  • Tick the important Field
  • Click Save button

       

Lead Field

        

This field is compulsory when you update Sales Lead to "Closed"

        

Check In

Enabling it will enforce the Sales Person to only use Check In module to update their daily Activity or Visitation.