How to Edit the Required Fields for Leads

The following article will review how to set required fields in WeOpportunity.

On the left toolbar go to:

1. Settings -> Group Rights

2. Lead Management -> Opportunity Fields

3. Check/Uncheck Required Fields.

The above screenshot shows the required fields for sales users creating Leads. 

The same can be done for Lead creators / Lead passers by going to 

Lead Center -> Opportunity Fields. 

The Groups Section indicates for which security group should these requirements be enforced. 

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