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
Select a specific entity (Company, Contact, Investorprofile etc.) from the main menu in the CRM column
From the top right corner, select the three dots and click on field requirements
Here you can add new fields and choose whether they will be optional or mandatory when create the new entity
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.



