Skip to main content

Hi all,

Similar to this thread regarding mandatory fields in Success Plans, we have the exact same need but regarding Customer Goals.  

It would be great to be able to set fields as mandatory for closing and even for opening. Both custom and system fields. 

In our case here two examples:

  • for opening: making Due Date mandatory, so that we can track due goals
  • for closure: making a Value Statement field recording a quote from the customer regarding the goal completion
Be the first to reply!