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CRM Field Requirements

The CRM field requirements allows administrators to configure how individual entities can be created in the system. Choosing which fields are displayed when creating the entity. The admin can select whether fields are optional or mandatory to fill in.

Written by Support

Requirements

You need to have the feature enabled in your account. If it is not showing in your account contact the customer success team through the messaging system in the application or by sending an email to support@zapflow.com.

Field requirements configuration

  1. Select a specific entity (Company, Contact, Investorprofile etc.) from the main menu in the CRM column

  2. From the top right corner, select the three dots and click on field requirements

  3. Here you can add new fields and choose whether they will be optional or mandatory when create the new entity

  4. To remove fields, use the three dots next to the field and click remove

Note: Some entities have fields that you cannot remove from the creation flow

If you have any questions regarding the feature feel free reach out to us by email support@zapflow.com or by the chat which is found in both Zapflow and the helpcenter.

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